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.

We Help Make People's Lives Easier in Times of Crisis

Month: February 2015

Easing Into Retirement

In a recent article written for AARP, Eileen Ambrose writes that a phased approach allows older workers to start working shorter weeks Phased retirement- a promising alternative for workers in the later stages of their careers - may soon get traction.The program lets...

read more

Life Insurance

If you own life insurance on your own life, you may either(a) designate one or more beneficiaries to receive the insurance proceeds upon your death, or(b) make the proceeds payable to your probate estate or to a trust created by you during your lifetime or by your...

read more



FindLaw Network
Badge Naela Badge Naela
Badge Wealthcounsel Badge Wealthcounsel
Badge Fpa