What are the estate taxes, how are they calculated, and how can adding trusts to your estate plan help you avoid them?
Blog
What are CCRCs and Are They for Me?
Older adults who anticipate needing long-term care may choose a continuing care retirement community (CCRC).
Buying vs. Renting in Retirement
Housing is a large expense, so choosing between buying and renting can be stressful. Adding retirement to the equation makes it tougher.
Banks Are Riskier Than You Think: Part 2
Banks seem like a safe alternative to the stock market, but are they? How do they really work? Is your money safe?
Elizabeth Killion Joins the Operations Team
Liz Killion joins the Sensible operations team as an operations associate. Her interest in technology makes her a great fit.
Banks Are Riskier Than You Think
Banks are an excellent example of the difficulties and unintended consequences that follow from attempting to eliminate risk.
The Basics of Estate Planning
Since property can pass through or outside of probate, often, an estate planning attorney can help you decide on the best plan for you.