Author: Dana Ballout

What is a Letter of Instructions for Survivors?

Mortality is not a subject we like to spend time contemplating. Hopefully, you will live a long, productive, and full life with little consideration for its end. But taking some time to think about your wishes and prepare in advance can reassure your heirs and help them avoid feeling overwhelmed when settling your estate.

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Chairman’s Letter – Fall 2022

It would be hard to find yourself disinterested in the evening news in this environment. I cannot remember a time in recent history when so many major, diverse events happened simultaneously. These headlines rep- resent issues about which many Americans have firm opinions.

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Planning for Long-Term Care

Planning for long-term care is more important than it has ever been. People are living longer, increasing the risk of needing some sort of care as our bodies get older and break down.

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Chairman’s Letter – Spring 2021

The past twelve months represent one of the most event­ful periods Americans have experienced, from volatile economic and market headlines to impeachment of our former President, to a nail-biter election and a second impeachment.

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