by admin | Sep 2, 2021 | Estate Planning
Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did? The question for owners of vacation homes in planning... by admin | Sep 1, 2021 | Uncategorized
Provided by Edward Jones Financial Advisor, Gabe Lajeunesse, AAMS® It’s been called the “Great Resignation” – the large number of Americans voluntarily leaving their jobs. If you plan to be part of it (ideally with another source of employment lined up), you’ll need... by admin | Aug 23, 2021 | Estate Planning
As discussed in earlier articles, a number of tax proposals are being considered in Congress that could significantly affect gifting and estate plans. There are planning strategies to help protect your estate from future tax changes, so now is a good time to look at... by admin | Aug 21, 2021 | Special Needs
If you are totally and permanently disabled, you may qualify for a total and permanent disability (TPD) discharge of your federal student loans or TEACH Grant service obligation. If you receive a TPD discharge, you will no longer be required to repay your loans or... by admin | Aug 20, 2021 | News
Planning for emergencies, whether natural or manmade, is crucial for everyone, not least people with disabilities. Advance preparation can mean the difference between life and death, whether the threat comes from floods, fire, a prolonged power outage, or any number...