Contact Us

Featured Topics

Estate Planning - Sep 2020

Reaching Your Golden Years? Start Planning Now!

By: Ken Bloom

Estate Planning - Feb 2020

Why do I need an estate plan?

By: Stephanie Bloom

Estate Planning - Feb 2020

Responsibilities after someone dies: A checklist for your reference

By: Stephanie Bloom

Estate Planning - Jul 2019

Aretha Franklin’s “Holographic” Will Shows the Need for Having an Official Will and Estate Plan

By: Ken Bloom

Estate Planning - Jan 2019

Having a Conversation with Aging Parents Regarding Financial Affairs Should Be on To-Do List for Adult Children

By: Ken Bloom

Estate Planning - Oct 2018

Even the “Queen of Soul” needed proper estate planning

By: Jonathan Goldberg

Estate Planning - May 2018

How does new tax law impact estate planning?

By: Jonathan Goldberg

Estate Planning - Dec 2016

Changing Estate Plan Vital After Divorce

By: Jonathan Goldberg

College Planning - Jul 2016

College Grad – are you still a dependent?

By: Cindy Szymanski

Estate Planning - Aug 2015

Collectible Cars and Other Treasures Need to Be Protected and Part of an Estate Plan

By: Jonathan Goldberg

Estate Planning - Oct 2014

So You’re Having a Baby?

By: Jonathan Goldberg

Estate Planning - Oct 2014

Using Reverse Mortgage to Provide Loan to Son May Not Be Wise Decision

By: Rick Bloom

Older Posts →

Let’s talk.

There’s no obligation.