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Ten Things to Do When You Turn 65

Turning 65 is a milestone birthday, bringing with it Medicare eligibility and the accompanying choices.  In addition, there are a number issues to be addressed. When you turn 65, these are the 10 things you need to do: Sign up for Medicare.  This requires you to apply for Medicare Parts A & B or choose a Medicare Part...

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How Often Should an Estate Plan Be Reviewed?

An estate plan is more than just a Last Will & Testament.  It also includes a Durable Power of Attorney, a Designation of Health Care Surrogate or Health Care Power of Attorney, a Living Will, and often a Trust, a Pre-need Designation of a Guardian for a Minor Child or a Pre-need Designation of a Guardian or...

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Do I need a trust?

A Trust is a legal arrangement through which property is owned and managed by a person or entity for the benefit of another.  Many people are told they need a trust, but do not understand why a trust would be necessary in their circumstances.  Some of the most common reasons people are told they need a trust are to...

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