Fiduciaries and Due Diligence
Many people don’t have a comprehensive understanding of the role and responsibility of a fiduciary. Hopefully, this post…
Articles
Taking Calculated Steps Towards Retirement
Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event.…
Tips for Online Safety
I attended an online security conference this week and there were several workshops that included information that I…
Phased Retirement is a Win-Win for the Employee and the Organization
Are you lurking around this site even though you are not retired yet? Or maybe your spouse is…
Where there’s a Will…
Several of our friends have died this year. It comes to us all eventually; death, that is. As…
Medicaid and Life Estates
Life estates have historically been used as part of Medicaid planning. A life estate can be described as…
Probate 101
Many individuals don’t quite understand what the term “probate” means, but they have a notion that “probate” is…
A Cautionary Tale… Protect Your Hard Earned Money
While many may not have the resources that Mr. Blum (below) had the rules about protecting your money…