“Life insurance can be tricky to figure out, with all its technicalities and rules.” Investopedia’s recent article entitled “Top 10 Life Insurance Myths” looks at the top 10 misconceptions about ...
“I have read about the progression of dementia. I have talked about it and I have observed it in other families. My purpose today to emphasize to you that living ...
Blog last updated on June 21, 2021 Sometimes, when someone is named as the executor of a deceased person’s estate, they think that role gives them free rein. In truth, ...
The short answer is, unfortunately, it depends. The factors are the type of account where you keep the savings, how you funded the account, when you funded the account, and ...
“Countless questions arise as you’re planning for retirement. How much do you need to save? Could you be saving more? When do you plan to retire? Can you actually retire ...
“Without these important documents, your heirs could overlook financial accounts or miss out on life insurance benefits.” Who likes to think about death and end-of-life arrangements? Not too many of ...
“Trusts can be very powerful tools to transfer and protect family wealth for future generations…” However, frequently families wind up becoming unhappy with their trusts because it’s the wrong solution, ...
“An important part of caring for your aging parents is understanding their situation and knowing what they want. If you don’t know, then it is up to you to figure ...
“How do you feel about living until 100?” November is National Alzheimer’s Disease Awareness Month. We would like to remember that when we ask the question, “How do you feel ...
“A new surcharge tier will kick in for 2019 for people with the highest incomes.” The Centers for Medicare & Medicaid Services has recently announced that most seniors will pay ...
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“Fiona is personable and presented hard to talk about Estate Planning, Trusts, Wills in a clear and understandable manner. She is well-informed and recommended highly by my husband and I. Her staff is just as personable and well versed in the Estate, Trusts, Will’s areas of law.”
"Fiona is professional and highly knowledgeable, but what sets her apart is her her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience."
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