Today is one of those beautiful, “Goldilocks” days in South Carolina – not too hot, not too cold. I have a fairly long to-do list so I had lunch at my desk but made time for a brief, 15-minute walk to clear my head. I have been working on my firm's 2018 year-to-date financial balance sheet and i...
When someone you love is dying, the emotional turmoil can make it tough to think through the practical things you should have in place to prepare for the funeral and more smoothly transition their financial affairs. Here are five quick things you can do to make it easier to wrap up the financial...
Navigating the long-term care maze can be challenging - fortunately there are tools available to demystify the process.
When someone we love ages or develops a serious illness affecting their ability to care for themselves the people who love them face a difficult decision – either provide the care they need or find outside resources to provide this care. In my own family, my step-father provides 24/7 care for my ...
How will the current tax reform bill impact seniors? Will it bring long-term relief or does it kick the can down the road?
How will the Cassidy-Graham bill impact Medicaid?
Plan now to ensure you are protected if you face dementia or other incapacitating illnesses in the future.
Key points to know about ABLE Act accounts and how they can provide a way to save resources for persons with disabilities.
How do you know if you need a Will? Estate planning is not a one size fits all proposition. This article explains some of the factors you should consider when deciding whether to use a Will in your estate plan.
How the concepts underlying cosmic events and estate planning are similar.