by msmyers | Dec 7, 2015 | Business Planning, Elder Care, Estate Planning, Retirement, Social Security
One in every three Americans will receive an inheritance during their lifetime, according to a study by Ohio-State researcher, Jay Zagorsky. Unfortunately, much of that windfall is lost through spending or bad investing. Mr. Zagorsky offers four steps for handling an...
by msmyers | Sep 4, 2015 | Elder Care, Estate Planning
For many clients, thinking about estate planning is about as enjoyable as scheduling a root canal. Thinking about death and making decisions in the event of later incapacity is difficult, stressful and often a process that many put off. On the other hand, making a...
by msmyers | Jul 22, 2015 | Estate Planning
Summer is in full swing, but I am reminded by my intern that most colleges start in less than a month and he will be heading off to begin his college career at the University of Texas! In addition to meeting his roommate, shopping for dorm supplies and attending...
by msmyers | Apr 2, 2015 | Elder Care, Estate Planning
Approximately 35% of American homeowners have at least one cat and 42% have at least one dog. Pet owners should consider what will happen to their pets upon their death or incapacity. Some pet owners carry an “Animal Card” in their wallets or “Animal Door Sign” to...
by msmyers | Oct 18, 2014 | Elder Care, Estate Planning
Our long, hot summer is now over and while we look ahead to the holidays, it is a good time to think about your future and, if you have children, their future. Do you have a Will? Does your Will reflect your current family situation? Have you already planned for the...
