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Four Provisions People Forget to Include in Their Estate Plan

Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can...
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Hospitals Now Must Provide Notice About Observation Status

All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that just took effect.Signed by President...
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New Book Offers Guidance Through the Medicare Maze

Philip Moeller. Get What's Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. Simon & Schuster. New York, N.Y. 2016. 291 pages.Medicare is a mixed blessing.  On the one hand, it provides guaranteed coverage for...
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Study Finds That Social Security Workers Often Provide Incomplete Information

Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to a study by the Government Accountability Office (GAO). The study found that the Social Security...
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Just Having the Right Estate Planning Documents Doesn’t Mean You Have a Plan

Our March 2017 Estate Planning Workshop Covers the 3 Steps You Need to Know to Plan and Protect You, Your Family, and Your Stuff: 1. Know the Rules 2. Know Your Predators 3. Know Your...
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Should an Annuity Be Part of Your Retirement Planning?

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. There are two kinds of annuities: deferred and immediate. Variable annuities are a common form of...
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Robin William’s Death Laid to Underdiagnosed Form of Dementia

Although depression was initially given as the cause of actor Robin Williams’ suicide in 2014, his widow says autopsy results lay the blame on Lewy body dementia, a fairly common but hard-to-diagnose form of dementia.Susan...

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Mo Hineline

Smith & Smith are very professional, informative, and relatable with examples and stories to ease the estate planning process. I had the best time at their lunch and learn. Even if you already have your estate planning in place I highly recommend attending a lunch and learn. Thanks Smith & Smith!

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Patricia Earhart

They listen to what you have to say and what your intentions are. They give suggestions to help you. They are easy to talk with.

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