What's in our portfolio? What is an annuity? What's the difference between an inherited IRA, traditional IRA, and Roth IRA? Doesn't cash mean paper...
Estate Planning
What to Do With Cremated Remains
We often are asked what can be done with cremated remains. We put together this video to review the multiple, legal ways cremated remains can be...
Compensating Family Caregivers through Medicaid, VA Pension, and Personal Services Agreements
Being a family caregiver can be a strain financially. Many family caregivers are faced with the decision of working a full-time job on top of caring...
Setting Up Your Estate Plan Team for Success
Completing your estate plan documents is a good first planning step. Those documents appoint your team and gives them the authority they need....
Review Your Estate Plan or Create an Estate Plan While You Shelter in Place
When life gets busy, we often put future planning off for another day. Taking advantage of a little extra time, Jeff reviews updating your current...
Use a Memorandum with Regard to the Distribution of Household Goods and Personal Effects to Avoid Family Disputes
Jeff reviews in this video how a Memorandum with Regard to the Distribution of Household Goods and Personal Effects can avoid family disputes . ...
How Long To Keep Tax Records and Other Documents
Join Jeff in cleaning out old filing cabinets where he will review what documents to keep and which to destroy. (Click on screen below to play).
Why You Need to Plan Early for Long-Term Care
According to the U.S. Department of Health and Human Services, at least 70 percent of people over age 65 will require some long-term care services...
Avoiding Retirement Account Disasters after the SECURE Act
The End of the Stretch IRA: New Law Makes Big Changes to Retirement Plans
For those who have a significant amount of savings in retirement accounts, the amount those individuals can transfer to next the generation has been...