Do You Need Help With Social Security?

Background: A client that had been recently widowed was both frustrated and emotionally drained because they had attempted to get in touch with the social security office multiple times and had no success making any changes or getting the information they needed. The...

Proactive Estate Planning

Background: A client purchased a second property in a popular summer vacation area.  They planned on doing a large renovation and wanted this property to stay in the family for generations to come.  The Challenge: How to keep the property in the family for...