I recently had the opportunity to write an article for Living Well magazine, a publication dedication to the health and wellness of individuals 60+. The article on financial abuse of the elderly is in the summer 2011 issue and can be seen by clicking here. Enjoy.
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations - June 1, 2018
- Retirement: It’s not Just About the Money - May 1, 2018
- Estate-Tax “Portability” — Oasis or Mirage for Larger Estates? - March 19, 2015