Taking the First Step In Estate Planning

/ By: Roger Levine, Estate Planning Attorney

Category: Estate Planning

We’ve heard that the first step is always the hardest, whether it’s getting married, starting a new job or closing a chapter in our lives. The same holds true with estate planning. We don’t know...

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A Life Changing Event

/ By: Roger Levine, Estate Planning Attorney

Category: Estate Planning

The death of a spouse is one of the most life altering events you will experience. The sense of loss and the upheaval in your day to day life is enough. Couple that with the...

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Retain Your Reserve Fund

/ By: Roger Levine, Estate Planning Attorney

Category: Retirement Planning, Social Security

Your Social Security check stops when you die. Your financial institution legally must return any payments that are received after you die. Is your family going to be able to weather this major disruption to...

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