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What You Need to Know About Medicare

Maureen Baxter, CLU®, ChFC ® and Steven Joshua Samuel JD MBA AIF ® “Total projected lifetime health care premiums (Medicare Parts B and D, supplemental insurance, and dental insurance) for a healthy 65-year-old couple retiring this year are expected to be $321,994 in today’s dollars.” It’s more important than ever to understand health care costs […]

AGEING IN PLACE

By Steven Joshua Samuel JD, MBA, AIF® The Economist magazine recently published a story that summarizes some of the issues that all of us have to address to age in place well, meaning, live where and how we prefer to live: “In 1965, ANDRÉ-FRANÇOIS RAFFRAY, a 47-year-old lawyer in southern France, made the deal of […]

Protecting your Child’s Inheritance from the Reach of a Divorcing Spouse

On May 11, our firm’s bi-monthly Smart Counsel presentation focused on the best way to protect the inheritance you will leave to your children from the reach of your child’s spouse in the event of a divorce.  There were two parts to our program.  First, family law attorneys Barbara Nason and Amy Vaughn  spoke about […]