Feb 10, 2025 | eNewsletter Articles, News
February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal lifetime access trust (SLAT) can make a more lasting gift, especially with the record-high...
Dec 10, 2024 | eNewsletter Articles, News
Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year.[1] However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve.[2] Less than one-third of Americans plan to either...
Dec 10, 2024 | eNewsletter Articles, News
Legal Duties and Support for Family Caregivers: It Is Okay to Ask for Help There are times, like the holiday season, that we think about and prepare for, for much of the year. However, when they arrive, we may still feel unprepared. The holidays serve as a reminder of...
