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Don’t grow older—grow wiser

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Growing older can be wrought with legal problems arising from health concerns, long-term care, and the need for appropriate housing. The good news, however, is that there are tools and strategies that older Americans can use to live as well as possible in the last decades of their lives....

Estate Planning – It’s Not Just a Tax Issue

As everyone is well aware, the U.S. Congress passed a major new tax law in December.  One provision included increasing the estate tax exemption to $22.4 million for a couple and $11.2 million for individuals, essentially doubling the previous exemption amount....