20 February

February is the month when our country takes time to remember and celebrate Black History.  We give honor to our great ancestors and rejoice about how far we’ve come.  In parades, poems, church services and school performances, the nation commends the leaps and bounds we have traveled and the heroes who have guided us along the way. […]

Read More
15 February

Without sugarcoating things, death is inevitable, and incapacitation is unpredictable. Nobody ever knows what tomorrow holds, and that’s why you need to look for ways to accomplish what you have in mind while you still have the time. You probably have things like assets, trusts, and guardianships that you wish to be handled in a […]

Read More
09 February

Dear Len and Rosie, I am one of nine adult children. Our 81-year-old very stubborn mother owns her home free and clear. She is a bit gun shy about discussing her estate, and she has no will. Whenever we try to talk to her about getting a will or a trust, she always says, “Don’t […]

Read More
07 February

The COVID-19 pandemic has put a spotlight on legacy planning by highlighting the need to get estate plans in order — a task most of us have admittedly neglected. Factor in the prospect of a lower estate tax exemption in the near future and an aging, affluent baby boomer population and it seems that 2021 […]

Read More
02 February

Once you leave the workforce behind, you’ll need a steady stream of income to ensure that you’re able to keep up with your bills during retirement. Social Security will provide some of that income, but it won’t be enough to maintain a comfortable lifestyle. As such, you’ll need savings  of your own on top of those […]

Read More