Insights & Guidance for Planning Ahead

Changes to IRA Accounts The “SECURE Act” is effective beginning January 1, 2020. In a law passed by Congress, it makes major changes in...

My stepfather (Andy) passed away just over three years ago. Though he and my mom divorced many years ago, Andy and I remained very close....

One of my favorite artists is Tom Petty. Recently, a friend of mine reminded me of a statement. I and my friend, Russell, and our...

This year I was preparing my Christmas card list. As I went through the list from last year, there were so many changes because of...

This time of the year fills our hearts with so many different emotions. May I share mine with you? I know that in my younger days, there...

Many families get together at Thanksgiving and Christmas. As a result, we as an elder care law firm get a lot of calls because adult...

Medicare open enrollment sounds like a boring topic and many others have written on it. Some of you may be rolling your eyes just...

I am a guy. We guys are notorious for refusing to ask for help. I do not know if it is genetic, or learned. I strongly suspect the...

A few weeks ago I was invited to a luncheon. At the luncheon the featured speaker was Jim Blume, now living in the Denver area. He was...

I have a 22 month old grandson, Alex. It seems like yesterday he was born. Every time I see him he is different. In late September of...