Insurance Glossary

Insurance Glossary

Insurance can be intimidating.  Jokes about avoiding insurance salesmen are many.  The joke seems to poke fun at a salesman who is “pushing” a product you don’t want to buy.  The fact is more likely it is a product you don’t understand. Insurance can be confusing; a...
Helping Your Senior

Helping Your Senior

While there is no such thing as a “typical” senior, as they age, there are a few basic lifestyle things a family or friend can do to make their lives more comfortable. Nearly 15 million older adults in the U.S. live alone, many feeling that they would be a burden on...
The Spendthrift Trust

The Spendthrift Trust

Of course, you love your grandchildren, but you wish they were more “mature” in their decision-making.  You want to leave them part of  your estate, but you are concerned that they will “blow it” on the vagaries of youth rather than investing it for the types of...
Estate Planning Mini-Dictionary

Estate Planning Mini-Dictionary

Estate Planning can be very confusing to the layman.  Much of that confusion is due to a bevy of terms that are not used in common conversation by many people who are not lawyers.  Because the language can be confusing, even asking a question can result in an answer...