Planning Considerations for Parents of Disabled Children
December 15, 2023
Parents of disabled children need to make special plans for what happens when the parents can no longer be caregivers.
Will 2024 Be A Good Year For Investors?
December 13, 2023
The new year might be a good opportunity to invest if you have the right mindset.
Problems Created by Adding Adult Children as Joint Owners
December 8, 2023
You’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account.
Medicaid Care Planning with an Elder Law Attorney
December 7, 2023
Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.
The Team Behind a Successful Estate Plan
December 1, 2023
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
How to Help a Grieving Spouse Deal with the Social Security Administration
November 30, 2023
There are things you learn from books and things you discover from life.
Holidays are a time for good food, family, and important conversations
November 22, 2023
Holidays can be a convenient time to discuss important estate planning matters with your loved ones. Arm them with need-to-know information.
Tax Strategies for Different Stages of Aging
November 17, 2023
We’re conditioned to think of 65 as the tipping point into old age. At least we used to. Actuarial tables combined with the attitude that ‘70 is the new 50’ mean that you can and should consider clients’ needs for protection from taxes at three distinct stages of old age.
Is Mick Jagger Thinking about Estate Planning?
November 13, 2023
Mick Jagger is getting candid about the Rolling Stones’ legacy.
