Probate: Within the Dash
Probate: Within the Dash

With or without a will, unless you hold your entire estate in a well maintained trust, probate is inevitable ...

18 Must Do’s to Prepare Your Estate for Your Heirs
18 Must Do’s to Prepare Your Estate for Your Heirs

Here are 18 things that we recommend you do to help ensure that your heirs will get the most benefit out of your estate ...

Trusts: Who Needs Them?
Trusts: Who Needs Them?

Trusts are an excellent vehicle for many individuals and couples.If you want to avoid probate, the court procedure at th ...

Non-Emergency Ambulance Transportation: Medicare Requirements
Non-Emergency Ambulance Transportation: Medicare Requirements

All ambulance transports must be medically necessary.  Ambulance services to or from a hospital, critical access hospita ...

Top 5 reasons to start a small business in your retirement
Top 5 reasons to start a small business in your retirement

Starting a small business is a wonderful way to stay busy as well as bring in extra cash. Here are five reasons why star ...

How to Stay Happy and Fulfilled in Retirement
How to Stay Happy and Fulfilled in Retirement

Learn from one woman's experience on how to stay happy and fulfilled in retirement. ...

Reverse Mortgages and CRMPs
Reverse Mortgages and CRMPs

Learn more about Reverse Mortagages and Certified Reverse Mortgage Professionals (CRMPs), and how they can help you ...

Are You On The Edge?
Are You On The Edge?

Financial cliffs are very real and can be upon us without warning.  It is your financial professional’s job to know wher ...

THE DIFFERENCE BETWEEN  FINANCIAL PLANNING AND ESTATE PLANNING?
THE DIFFERENCE BETWEEN FINANCIAL PLANNING AND ESTATE PLANNING?

Estate planning is the legal documents to ensure three primary objectives.  ...