Latest Blog Posts

Are You Wasting Money?

Posted on: February 19th, 2014
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Understanding Losses: Compounding Interest

Posted on: February 19th, 2014
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Prevent/Reduce Losses to Grow Wealth

Posted on: February 19th, 2014
Any time you can prevent or reduce a loss, you preserve wealth...

How to Leave Assets to Minor Children

Posted on: February 19th, 2014
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results....

Special Needs Trusts

Posted on: February 19th, 2014
A Special Needs Trust is a trust that can supplement the needs of a special needs beneficiary while allowing the beneficiary to maintain his or her governmental benefits, including Supplemental Security Income (SSI), Social Security and Medicaid...

Long-Term Care Planning, Part 2 Your Funding Options

Posted on: February 19th, 2014
Who Pays for Long-Term Care?...
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"Linda has been instrumental in helping us think through all of the scenarios to prepare for writing all of our estate documents. She keeps up on the law and changes that can affect me now or in the future. She communicates with us often to see if there have been any significant changes that could impact the current documents. I trust her wholeheartedly with such an important topic - estate planning."

Diane B., client, March 2015

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