June 2015

PART I Deciding what to tell your adult children regarding your estate plan brings to mind one word: AWKWARD Without question, this is a bothersome issue for our clients. However, don’t let yourself worry too much. This is not a black-and-white issue and there really isn’t a ‘one size fits all’ approach to making this […]

I regularly talk to clients who are 60 years old and above about how they plan to pay for skilled nursing care if it becomes unavoidable. The major part of this conversation is an explanation of how someone who makes gifts within 5 years of needing care could be penalized before benefits are made available.

In meeting with clients to update their estate plans, I’ve found that their investments have often times moved to another financial advisor or they’ve opened new accounts. I’ve also noticed a number of my clients have sold their primary homes in the last year. In both of these situations, it’s important to make sure accounts

Thursday, June 11, 2015 at 6:00 p.m. Click on the attached flyer for more information. Seminar Flyer

While there are many reasons to have your business certified as a Minority Business Enterprise (“MBE”), the biggest benefit your company may gain is access to new accounts. Top companies in America have made it a priority to purchase goods and services from a diverse array of companies. In doing so, many of these businesses