2018 Changes – VA Pension With Aid and Attendance Program
BIG NEWS! EFFECTIVE OCTOBER 18, 2018 On Tuesday, September 18, [...]
TOD – How Does Transfer on Death Fit in Estate Planning?
Charles is an Army veteran and recent client. He came [...]
Ancillary Probate – Avoid the Trouble and Expense
Ancillary probate and out-of-state assets Eric’s dad, Richard, had enjoyed [...]
Legal guardians – Are Your Kids Really Set for School?
Details matter. Sam and Lara were recently in our office [...]
Comparing Senior Communities – Ease the Frustration
James and Sarah came to us for help regarding her [...]
Seniors Enriched Through Volunteering with the Red Cross
How will you live a rich and rewarding life after [...]
Seniors, Aging, and Companion Pets
Mitch recently worked with us on his father’s estate plan. [...]
Remove the Mystery with a Letter of Instructions
Will your family know what to do after you pass, [...]
Scammers and Senior Fraud in Missouri
Frauds and scammers are on the rise. The DOJ's Big [...]
Is Your Financial Advisor Asking for a Power of Attorney?
Tom and Alice are a young couple who recently completed [...]
Aging Seniors Supplement Income With a Reverse Mortgage (HECM)
What Exactly is a Reverse Mortgage or an HECM? More [...]
Special Needs Planning Interview on Money Matters Monday
https://www.youtube.com/watch?v=X3XPTOp7Dn8 Matt: Time now for Money Matters Monday. Planning for [...]