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Retirement Identity – Do You Know Yours?

Retirement Identity

Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…

Individual or Corporate? Choosing a Trustee

Choosing A Trustee

The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios.  One of the more important decisions in the process, and one that often does not get enough…

Medicare – When to Enroll?

Medicare

For individuals approaching Medicare age, it is important to know that there are two main enrollment periods to sign up for Medicare: initial enrollment (at age 65) and special enrollment. Missing these enrollment periods could…

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