Feb 10, 2014
When you bought your family home years ago, you didn’t just see an asset with equity value – you saw a legacy you could pass to your children. When the time came for you to move into a nursing home, you were relieved to learn that you didn’t have to sell...
Feb 8, 2014
For more than two years, we have regularly held a workshop on estate planning and asset protection. It has won praise from clients, financial advisors, attorneys, and other attendees. Now we have updated and revised the workshop format, retaining the best material but...
Feb 5, 2014
In a visit to the Pittsburgh area last week, President Obama signed a presidential order directing the Treasury Department to create “myRA,” a new vehicle for retirement savings. The proposal was originally announced in the State of the Union address to...