Annie loves learning our clients’ stories and making life transitions easier. A horror movie fan, she grew up at county fairs, showing her grandmother’s goats and sheep.

Knowing the difference is important – especially for seniors and their families, seeking help with the cost of nursing home care.

Whether heading off to college or joining the workforce, Megan Harris-Pero offers her top 10 tips for graduates. Use this checklist of important legal and financial steps to protect yourself – and your family.

Why is planning for incapacity and for the disposition of assets just as important for single individuals, if not more, as it is for couples?

Phishing schemes trick you into sharing information by pretending to be a company or person you do business with. Do you know how to spot one?