February 11, 2021Estate Planning 3 Reasons To Have an Up To Date Last Will and Testament Do you think that estate planning is only for those with extreme wealth and that there is no reason for...
February 9, 2021Long Term Care Planning, Medicaid / Medi-Cal Planning, VA Benefits Planning Understanding Your Long-Term Care Options Start planning now to secure a happy, healthy and worry-free future It’s no secret that as we continue to age,...
January 15, 2021Elder Care Matters What Are Issues of Aging? Identifying the most common issues of aging and learning how to navigate life’s natural aging process with confidence From early...
January 14, 2021Medicare Planning What’s Not Covered by Medicare? Medicare provides health insurance for retirees, but it doesn’t cover everything. In fact, there’s a lot that Medicare does not cover,...
January 13, 2021Financial Planning, Investment Advisory Services New Regulation Issued to Prevent Exploitation of Senior Investors Recently, the Financial Industry Regulatory Authority (FINRA) issued a new regulation to protect senior investors from unscrupulous financial advisors and brokers....
January 8, 2021Elder Law, Estate Planning, Wills Is a Video Will Effective in Florida? No. A video will is not effective in Florida if there is only a video (and not a written will). ...