November 4, 2020 In Advocacy, Insurance

The Differences Between Wills and Trusts

Wills and trusts have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the…

October 28, 2020 In Advocacy, Insurance

Incorporating Family Values as Part of an Inheritance

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children…

October 21, 2020 In Advocacy, Insurance

Discovering the Changing Face of Telemedicine

Telemedicine is the digital information distribution of healthcare-related services. Not long-ago telemedicine was an innovative practice, primarily a supplement to hospitals’ information strategy managing patient care and their data more efficiently. During the coronavirus pandemic…

October 14, 2020 In Advocacy, Insurance

Understanding the Role of a “Fiduciary”

You may be asked to be the power of attorney for a family member or friend. Your person may be planning for when they might become unable to take care of their affairs. For example,…

October 7, 2020 In Advocacy, Insurance

Understanding the Challenges of Health Care Bills

We owe immense gratitude to those who are caring for the sick, and to those who support those workers. At the same time, we should be skeptical of bills we may be presented for that…

September 23, 2020 In Advocacy, Insurance

2020 Planning Trends for Baby Boomers

Americans born 1946-1964 are considered as the baby boom generation, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent…

September 16, 2020 In Advocacy, Insurance

The Recent Shifts of Retirement Planning in America

Around the world, the retirement age is creeping up; in the United States, it is moving up from 65 to 67. In fact, 2019 research shows that many Americans expect that they might never retire…

September 9, 2020 In Advocacy, Insurance

The Difficult Transition of a Spouse Becoming a Caregiver

For many aging couples, relationship challenges can be triggers when caring for a seriously ill spouse.  In the process of change, you can lose your best friend, your love, and your future as you both…

September 2, 2020 In Advocacy, Insurance

The Long-Term Care Crisis Rises for Our Aging Population

Americans are facing escalating long-term care (LTC) crisis. Industry driven, massively underpriced policies are playing fiscal catch up with hefty premium rate increases. This price increase is forcing some aging Americans to abandon their policy…

August 26, 2020 In Advocacy, Insurance

How to Address Alzheimer’s Disease in Your Legal Planning

Alzheimer’s disease is increasing as we age with no cure for the more than 5 million Americans living with the disease. Projections by the Alzheimer’s Association ( are that by 2050 more than 14 million…