1 10, 2017

What are the differences between a Will and a Revocable Trust?

2020-08-04T16:56:30+00:00By |Life Care Planning|

Many people have heard of both Wills and Trusts, but do you understand what makes them distinct from each other? As with numerous estate planning topics, it is sometimes difficult to distinguish what the differences between the two are and when one is more appropriate than th [...]

1 04, 2014

What Is The Difference Between A Health Care Directive And A POLST Form?

2020-08-04T18:01:27+00:00By |Life Care Planning|

This question is one that many patients and their families ask. Even though a Health Care Directive and a Physician Orders for Life-Sustaining Treatment (POLST) form deliver similar instructions, it is important to know the particulars of both. A Health Care Directive is a un [...]

1 08, 2012

Do Your Homework When Working With A Financial Advisor

2020-08-04T18:14:14+00:00By |Life Care Planning|

The Financial Industry Regulatory Authority Inc., (FINRA) the brokerage industry’s largest regulator, has issued a warning against financial advisors using authoritative-sounding titles like “certified senior advisor” or “certified retirement counselor” because the use of the [...]

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