Estate Planning



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Estate Planning for Blended Families

Estate Planning for Blended Families

With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering...

Preparing For Long-Term Care Costs

Preparing For Long-Term Care Costs

We’ve all seen the parade of studies in recent years pointing to the steady incremental rise in average life expectancy for...

How to Be Generous…

...With Your Family and Yourself We frequently work with clients who are inter­ested in financially assisting the younger...

Aging Parents: It’s Time to Talk

Does the thought of asking your aging parents about the way they handle their household finances — or how they would feel about...