Our Mission
Life’s path is rarely smooth, and there are times when your assets become at risk because of events that are expected – and those that are not.
Focusing on issues that often concern individuals as they age, our mission is clear – we strive to provide the most valuable and most effective advice possible to prepare you and your loved ones to make informed decisions that are absolutely right for you. Serving a broad spectrum of needs, our goal is to not only protect your assets, but to also protect the dignity and overall well-being of you and your family by ensuring that your wishes and intentions are honored.
Get in Touch
Recent Blog News
Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important
As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help them navigate this terrain.
8 Tips for Having ‘The Talk’ with Elderly Parents
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.
Seniors and Adults with Special Needs Who Are Claimed as Dependents Will Not Get Coronavirus Relief Payment
Not everyone will get the relief payment the federal government is sending to help Americans through the economic hard times triggered by the coronavirus pandemic. Among those left out are seniors and adults with special needs who are claimed as dependents.
