February 9, 2018
5 Critical Steps Before Applying For Veterans Benefits
If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would…
February 2, 2018
Do You Know Your Current Level of Personal Risk?
Now you can get a good indication of whether it is High, Medium, or Low…and…
February 1, 2018
3 Planning Methods Everyone Needs to Know About Using Medicaid and NOT LOSE their Assets
We had an interesting discussion with “Jane” (not her real name) in our office the…
January 5, 2018
An Elder Care Financial Checklist
My 95-year old mother-in-law, Elizabeth Windsor, recently passed away. My wife, Donna, and I had…
December 19, 2017
Next-Generation Donors Will Revolutionize Giving
Bruce DeBoskey published an interesting book review in the Dec 15, 2017, edition of WealthManagement.com Morning…
December 6, 2017
Estate planning options for dealing with an addict
Kevin L. Johns published an interesting article in the December 5, 2017, Morning Memo on…
November 30, 2017
Things to Think About When Choosing a Trademark
I get asked this question from time to time by business owners, “How important is…
November 17, 2017
Tactfully Approach Key Issues with Elderly Loved Ones This Season
The staff at Elder Counsel offers advice on discussing issues with elderly loved ones this…
November 16, 2017
Beware of Ponzi Schemes
The Wealth Management.com Staff reported on November 16, 2017, that a dozen or more Ponzi…
November 8, 2017
Seniors: Be Alert About Fraud
In an interesting article by Amy Florian appeared in WealthManagement.com. Ms. Florian advises that exploitation should…
