Blog

Healthy Lifestyle

5 Rules to Live Longer

  • April 7, 2020

It is no secret that a healthy lifestyle has a significant impact on your well-being and the earlier you implement a healthy lifestyle strategy, the greater the potential benefit regarding your longevity. Your lifespan can be increased by as much…

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Selling a Recently Departed Parent’s Home

  • April 6, 2020

It’s an emotionally trying time. Mourning the loss of a parent is magnified, when the family home has to be emptied out and sold soon after they pass away. If other siblings live far away, it usually falls to the…

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How Does a Spendthrift Trust Work?

  • April 3, 2020

There are many different kinds of trusts, including ones designed to safeguard an inheritance. The spendthrift trust is a good tool in the estate planning toolbox for individuals who, for whatever reason, can’t manage money. Sometimes families need to recognize…

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Fiduciary

The Fiduciary Rule

  • March 31, 2020

On March 15, 2018, the Fifth Circuit Court of Appeals ruled that the United States Labor Department acted outside of its authority by creating the fiduciary rule and no longer has authority to enforce this Obama-era protection for retirement savers.…

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Why Everyone Needs a Plan for Digital Assets

  • March 26, 2020

Now that so much of our lives are lived online, we need a plan to prevent the loss of digital assets that include treasured family memories, financial accounts and, in some cases, entire businesses. The loss of a spouse creates…

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Covid-19

Telehealth Services Coming to the Forefront of Medical Care

  • March 24, 2020

In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to…

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When Was the Last Time You Reviewed Your Will?

  • March 20, 2020

If you don’t remember the last time you reviewed your will, checked your beneficiaries on insurance policies or retirement accounts, that’s a big red flag: it’s time. There have been many changes in recent years to the laws that affect…

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