Latest Posts

Including Digital Assets in Your Estate Plan and How New Tax Laws Affect Small Businesses

by Rita Wilczek on Jun 5, 2018

Digital Assets, estate plan, Estate planning, Will, Executor, Tax Laws, New Tax Law, Small Business, Taxes

For a select group of clients, we review their estate flow, legal documents and beneficiary designations annually to see if they align with their wishes and objectives.

What Women Shouldn't Retire Without and Wealth Management with Memory Disorders

by Rita Wilczek on May 24, 2018

Retirement, long term care, memory disorders, Estate planning, social security planning

Very surprising to see that a third of Americans 85 and older have Alzheimer’s disease according to Chicago Health and Aging Project.  And 14% of Americans age 71 and older have dementia to some degree according to The National Institute on Aging.  Wow!

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