Benefits of a Standby Trust
Since the late 1970’s, the focus of my business experience has been providing trust services to the retired and soon-to-be retired population primarily in …
Caregiver, Help Writing the Next Chapter of Your Life
If you were writing a book, you would create an outline of what each chapter would be – themes, plot twists, crisis resolutions. While we often talk about …
Caregiving, Finances, and Retirement
Caregivers selflessly jump in to support loved ones during times of loved ones health crises. The journey of care can last months, years, or even decades. …
How To Lose Everything By “Saving Money” On Caregivers (Part 5)
A Cautionary Tale, Based On A True Story Tom and Helen Conway had a live-in housekeeper named Greta, who met a labor lawyer online, who said that the Conways …
How to Plan & Protect Your Finances During Divorce
by Stacey Udell~Getting divorced can be mentally and financially draining. It impacts so many facets of a person’s life: social, familial, spiritual, …
The Lifeline that a Life Estate Can Provide
by Leonard T. Schwartz, Esq.~What is a Life Estate? The best way to answer that question is by sharing this story. My client Tom McGuire has been living …
Daily Money Management Makes a Life Transition Easier
by Ira Brower~Oftentimes, in a relationship, either the wife or husband manages their finances either in daily money management or planning. In my experience, …
Standby Living Trust
by Ira Brower~In an earlier Article I wrote concerning the “Sandwich Generation”, I briefly touched on a Standby Living Trust. Since this issue of …