articles

“Should I leave my children’s inheritance to charity?” It’s a question that many parents grapple with, especially when considering the needs of their children and their personal philanthropic goals. It’s not just about the...

When the time comes to consider assisted living for a loved one in Olney, families often find themselves with a list of questions and concerns. It’s a big transition, and understanding the financial implications is crucial. Here’s where an...

Many people mistakenly believe that without direct heirs—like children or grandchildren—there’s no need for estate planning. However, the reality is quite different. If you don’t have immediate family to inherit your assets, deciding how your...

For those who have served in the military, estate planning takes on unique considerations. Veterans have earned specific benefits and honors due to their service, and it’s essential that these are incorporated into an estate and long-term care plan....

Life insurance is a powerful tool to ensure that your loved ones are taken care of financially after you’re gone. But as life evolves, so do our relationships and priorities. A common question we encounter is: “Can I change the beneficiaries...