In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
There is a "gap" in Medicare coverage for those who are disabled and under 65. Richard Wohltman describes his concern about this "gap" below. Wohltman and I are both members of WealthCounsel - a nationwide Community of Estate Planning Practitioners. He is located in...
In this age where all the information you ever wanted can be found on the internet, it is no surprise to encounter articles like the one in Forbes magazine raising concerns for those who save now on a Do-It-Yourself Will only to leave an expensive nightmare for their...
