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Smart Aging - Second Quarter 2021

In this Issue:

  • ShouldYouBeConcerned About Changes to the Step-up in Basis?
  • MythsandMisconceptions about Probate
  • A Personal Note From Kimberly
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Lawyer for Life – 2021 2nd Quarter

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
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Lawyer for Life – Fourth Quarter 2020

In this Issue:

  • 10 Ways To Maximize Your Social Security Benefits
  • How to Avoid COVID-19 Scams
  • A Personal Note From Kimberly
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Smart Aging - Fourth Quarter 2020

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
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Lawyer for Life – Third Quarter 2020

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
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Smart Aging - Third Quarter 2020

In this issue

  • 10ReasonsToUpdate Your Will
  • EarlyWarningSignsof Alzheimer’s Disease
  • APersonalNoteFrom Kimberly
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Lawyer for Life – Second Quarter 2020

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
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Smart Aging - Second Quarter 2020

In this issue

  • CommonMisconceptions About Revocable Living Trusts
  • HowtheCARESActImpacts Retirement, Tax, and Estate Planning
  • APersonalNoteFrom Kimberly.
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Lawyer for Life – First Quarter 2020

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
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Smart Aging - First Quarter 2020

In this issue

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