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Medicare: Everything You Always Wanted to Know
Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...
Designating Powers of Attorney (POAs)
Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or “POAs” in place as they ...
A Primer on Dynasty Trusts
Why is it called a “Dynasty Trust”? Some are surprised to learn that most trusts are temporary. Unlike a corporation, ...
The Cryptocurrency Question
A very common financial question that we have been asked before relates to Bitcoin1 (or any type of other cryptocurrency). ...
Make Finances a Top Priority When Going Through Gray Divorce
What is Gray Divorce Divorce is a reality for a growing number of aging couples, a phenomenon commonly referred to ...