Make It Last – Ep 147 – The Sandwich Generation

Listen Here! Ever wonder about COVID’s affect on retiree’s? This week Victor and Mark discuss how the 3 million Baby Boomer’s that retired in the past year have affect on the U.S. economy. What is the sandwich generation? Similar to the meat in an actual sandwich, they’re stuck in the middle…in the middle of raising […]

Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years

Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go […]

Make It Last – Ep 140 – Our Clients Are Family

Listen Here! This week Victor and Mark discuss the client experience at Medina Law Group & Palante Wealth, and what we can provide to you! Then, Victor gives a heartwarming narrative about his employees, who make Medina Law Group & Palante Wealth Advisors feel like family. Finally, Victor gives us more info about how he […]

The Challenges of Estate Planning With Family Dynamics

Squabbling siblings, spendthrift heirs, and hostile step-relatives aren’t just the stuff of television drama. These characters often turn up in families, too, which can make estate planning challenging. Click here to read more.

Choosing Someone to Help with Home Care

While the majority of questions about family caregiving are extremely complicated, the question of whether or not every home care agency and the people working for them are alike is one of the few that can be answered with a yes or no. There are two primary types of home care services that insurance companies […]

Benefits of Discussing Your Estate Plan with Your Children

A recent study from the Chicago-based BMO Wealth Management Company identified that up to 40% of adult parents had not had conversations with their children about their estate planning intentions. This can lead to confusion or worse, frustration, if and when a parent passes away unexpectedly. Approximately 28% of adult children indicated that they had […]

How Many Americans Have an Estate Plan?

We all know we need one, but how many of us follow through? Not enough, that’s for sure. Estate planning is one of procrastination’s favorite victims. Americans continue to neglect their end-of-life preparations, despite growing awareness of how unwise that can be. Sickness and death aren’t the most pleasant topics under the sun, after all. […]