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End of Life Planning – only for the elderly?

End Of Life Planning

The recent environment with Covid brought to light situations where people were faced with needing extraordinary medical care, such as going on a ventilator, well before the age they may have anticipated. It also highlighted…

What Does Being a Trustee Entail?

Imagine you have just gone through a thoughtful estate planning process.  Trusts may play a critical role in ensuring that your legacy is carried on in the way you desire. Often times, the grantor is…

What Insurance Do I Need In Retirement?

Life Insurance

There are plenty of risks that we need to think about and manage as we age.  Those risks may include market declines, premature death, fire hazards or liabilities associated with driving.  As we age, we…

A Guide to Charitable Remainder Trusts

A Guide To Charitable Remainder Trusts

Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant tax benefits.  Most of our…

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