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Public Benefits & Tax Updates for the New Year
This article gives you a quick recap of four major changes that have the potential to impact our clients.


Federal Estate Tax Limit & Gift Tax Exclusion Limit Changing in 2024
In 2024, the federal estate tax limit and the gift tax limit will be changing. Here’s what you need to know about these changes.


Inflation and Your Estate Plan: What to Do Right Now
Having an estate plan is always important, but it's even more vital during times like these. Here's why.


Do Your Family a Favor: Create Your Advance Directive for Healthcare
If you want to give your family the best gift of all, create an advance directive for healthcare.


A Tale of Two Families
If you don't have an advance directive, you could be setting the stage for family conflicts. Robin Lacrimosa explains.


7 Questions about Advance Directives
What do you know about Advance Directives? To test your knowledge, check out our answers to seven questions we hear most often.


7 Questions about Advance Directives
Allie Adkins, Mary Jo Johnson, and Robin Lacrimosa answer seven of the most commonly asked questions about Advance Directives.


Dad Kept Putting Things Off
When an elderly loved one delays creating an estate plan, what do you do? Here's how one man handled the situation.


What Has Happened to Long-Term Care Insurance?
Many people have purchased long-term care (LTC) insurance to protect themselves against the rising costs of care in their final years. In recent years, policy holders have seen their premiums rise, and their benefits decrease. A few years ago, two of the largest LTC insurance companies, MetLife and Unum, appeared before the Florida insurance commissioner to explain why they asked some of their policy holders to pay double what they paid in premiums the previous year. Unum ex


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