Firm News

15 Feb

Planning for the Unexpected

Life can be busy, and the pressures thrown at us are overwhelming. The hardest thing to remember to do is to make time for ourselves. Not only do we need respite time, but we also need time to reassess, organize, and plan. Folks tend to do things the way they’ve always been done without considering

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06 Feb

The Foundation of Asset Protection

The foundation of asset protection is not just to have good legal documents or legal advice, though those things are important. It is to have good liability insurance. Don’t skimp! Most people skimp on insurance because they want to pay a lower monthly rate. However, it is important to have more than just the minimum

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01 Feb

Planning: Making the Transition Easier for Your Family

Losing a loved one is never easy. We all experience grief in different ways. Sadness, numbness, and depression are just a few of the emotions we experience. It is important not to make any major decisions too quickly, and to take time to think clearly again. Six months to one year works best for most

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30 Jan

Asset Protection Today Podcast: What is the PACE Program?

Bill explains what the Programs of All-Inclusive Care for the Elderly (PACE) program is and how it can benefit seniors who have serious disabling conditions that would normally require nursing care. Who qualifies and what benefits does the program provide? Listen to the episode below for those answers. Check out this episode!

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16 Jan

New Year, New Resolutions: For Your Health, Finances, and Planning

Many of us are still thinking about our New Year’s resolutions, which can be overwhelming. It doesn’t have to be! A good way to narrow down your resolutions is to pick one goal for each important area in your life. For most, this includes our health, finances, and planning for the future. According to Dr.

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