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All posts by : SM_Admin

Man and woman in their forties using a calculator to maximize their retirement savings.

Aggressive Moves You Can Make in Your Forties to Reach Long-Term Financial Goals, Continued

October 18, 2018
by SM_Admin Estate Planning

Here are three additional ways people in their forties can maximize their retirement savings. Don't skimp on your retirement savings to pay for your children's college education. Why? Simple. You or your children can borrow money to pay for college, but ...

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Couple Saving Money

Aggressive Moves You Can Make in Your Forties to Reach Long-Term Financial Goals

August 16, 2018
by SM_Admin Estate Planning

An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Let's take a look at some of the highlights. Make saving for retirement a priority and beef up your investments. You'll want to start by making the largest p ...

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How to Get the Most out of Retirement: “Stretching and Protecting” Your Wealth

June 21, 2018
by SM_Admin Elder Law

While there may have been a time when people looked to their employers and Social Security to finance their retirement, those days are long gone. The reality today is that to enjoy a comfortable retirement, not to mention the ability to provide for your l ...

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Estate Planning Fundamentals

May 17, 2018
by SM_Admin Estate Planning

Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and brief descriptions of their purpose. Last Will and Testament This allows you to specify "who gets what" ...

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Estate Planning and Digital Assets

April 19, 2018
by SM_Admin Estate Planning

What happens to a person's Facebook account when he or she passes away? What about the photos you share on social media, the documents you've stored in the cloud, your texts to family and friends? While the law is clear about how to handle physical proper ...

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Quickly Determine What Services are Covered by Medicare by Downloading this Free App

March 15, 2018
by SM_Admin Elder Law

Does Medicare cover a test or procedure recommended by your doctor? You'll know at a glance if you use Medicare's new "What's Covered" app. This free app lets you search for specific services or browse a list of alphabetized services to determine what ...

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Choosing a Guardian for Minor Children

January 18, 2018
by SM_Admin Estate Planning

If something terrible happened to you and your spouse, what would become of your children? It's not something anyone wants to think about, but think about it we must. By naming a guardian for your minor children, you can help ensure they will be raised ac ...

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The Importance of Choosing a Qualified Trustee

December 21, 2017
by SM_Admin Estate Planning

A trustee can be one person, multiple people, or what is called a "corporate trustee," such as a bank or trust company staffed by people who manage and grow trust assets. It is essential to choose the right trustee because this person or institution is re ...

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November Is National Family Caregivers Month

October 19, 2017
by SM_Admin Elder Law

In 2015, President Obama officially proclaimed November as National Family Caregivers Month. It is a time to recognize the selfless efforts of caregivers across the country and rededicate ourselves to making sure our caregivers have the support they need ...

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The Biggest Mistakes People Make When Probating an Estate

July 20, 2017
by SM_Admin Estate Planning

Losing a loved one is difficult enough without the added stress of having to make important financial decisions while grieving. For many people, the duties and responsibilities of probating a loved one's estate can feel overwhelming. The probate process i ...

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