Read Our Newsletter

In this Issue:

• What is a Pour-Over Will and How is It Used?
• Finding the Right Nursing Home: Don’t Rely Entirely on the Five-Star Quality Rating System
• The New Year is a Great Time to Review Your Estate Plan
• A Personal Note From Kimberly

In this Issue:

• National Family Caregivers Month Reminds Us that Caregivers Need Help to Avoid Burnout
• Estate Planning for Couples Marrying Later in Life
• A Personal Note From Kimberly

In this Issue:

• A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
• A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses
• A Personal Note From Kimberly

In this Issue:

• Should You Be Concerned About Changes to the Step-up in Basis?
• Myths and Misconceptions about Probate
• A Personal Note From Kimberly

In this Issue:

• Do You Need A Trust?
• If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
• A Personal Note From Kimberly

In this Issue:

• 10 Ways To Maximize Your Social Security Benefits
• How to Avoid COVID-19 Scams
• A Personal Note From Kimberly

In this issue

• As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
• iving to Charity Wisely During the Holidays
• APersonalNoteFrom Kimberly

In this Issue:

• Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
• The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
• A Personal Note From Kimberly

In this issue

• 10ReasonsToUpdate Your Will
• EarlyWarningSignsof Alzheimer’s Disease
• APersonalNoteFrom Kimberly

In this issue

• Planning Documents Every Family Needs… Now More than Ever
• Estate Planning Challenges For Owners Of Vacation Homes
• Estate Planning For Young Families
• A Personal Note From Kimberly

In this issue

• CommonMisconceptions About Revocable Living Trusts
• HowtheCARESActImpacts Retirement, Tax, and Estate Planning
• APersonalNoteFrom Kimberly.

In this issue

• How The SECURE Act Will Impact Retirement And Estate Planning
• Roth IRAs Are Remarkably Flexible Retirement Planning Tools
• A Personal Note From Kimberly

In this issue

• PlanningforAlzheimer’s Disease and Other Forms of Dementia
• TheGiftthatLastsaLifetime:A College Education
• APersonalNoteFrom Kimberly.