Congrats! Your child is accepted to college… now what?

Preparing to send your son or daughter to college is one of the most exciting, and nerve-wrecking times for a parent! You’ll worry whether they will eat properly, study enough, and get enough sleep. While you can’t help these everyday concerns, you can prepare for the big ones: if your son or daughter has a… Read More

Have a Happy New Year: Five Resolutions for a Stress-Free 2018

Estate planning can be an unsettling process for many people.  An estate plan is the strategy you develop at any age, for your life and future, to provide yourself and your family peace of mind, so you can enjoy the years to come worry free. There are a few things that you MUST do to put… Read More

Wealth vs. Health

I came across this great article in Forbes’ Wells Fargo Voice from last month written by Alice Lesch Kelly that I want to share:  Wealth Vs. Health: Take A Balanced Approach: Go to: Forbes for original post (mostly reproduced here).  We all need balance in our lives and this article provides some great strategies for… Read More

How Will You Know if Your College- Aged Child is Hurt? HIPAA Laws May Mean You Won’t.

A Little Peace of Mind Goes a Long Way. You’ve tried to prepare them in every way you can for college, but how can you make sure your children will be protected when you’re not around? Are they prepared for a medical emergency? It’s hard to believe, but privacy laws can prevent doctors from discussing… Read More

Digital Assets Raise Estate Planning Questions

More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other sites, uploading documents and files to the “cloud,” posting videos on YouTube, or communicating with high school classmates via Facebook.

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Four Provisions People Forget to Include in Their Estate Plan

Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on your family. Read More

Florida Nursing Home Tragedy Causes Rethinking of Disaster Preparedness

The recent tragedy in which ten Florida nursing home residents died when the nursing home lost power during Hurricane Irma is causing government officials to rethink disaster planning.

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