by Annette Hines | Aug 24, 2018 | General Interest
If you do not have children or a spouse to include in an estate plan, there are still family, friends, and causes to consider. Even if you do not have any children or a spouse, there are many options available for creating an estate plan that benefits others,...
by Annette Hines | Aug 23, 2018 | General Interest
Pew Research analysis reports 20% of population living in multigenerational homes There are a record number of multigenerational homes in the U.S. and that trend is expected to keep rising, according to a Pew Research Center analysis reported in Financial Advisor...
by Annette Hines | Aug 22, 2018 | General Interest
Your child is getting ready to leave the nest and head off to college. Now would be a good time to make sure proper legal documents are ready, before the student departs. School is about ready to start and I though it worth repeating a blog post from a few weeks ago....
by Annette Hines | Aug 21, 2018 | General Interest
August 20, 2018 One of the biggest challenges we face with our clients and their families in crafting a long-term care plan is addressing the human resources needed for a lifetime of personal support and advocacy. Many parents and even siblings are concerned with who...
by Annette Hines | Aug 17, 2018 | General Interest
Fees can drain your accounts, so watch them carefully. You have saved for many, many years and are now ready for retirement. You need to accomplish many tasks as you get ready to leave your job but one of the most important things to watch for as you go over...
by Annette Hines | Aug 16, 2018 | General Interest
Social Security rules and regulations are the key to the magic retirement age. For some reason, many American have come to believe the magic number for retirement is 61 and they are wrong, according to The Motley Fool’s article “Americans’ Ideal Retirement Age–and Why...