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Robyn and Shelby

On The Day I Sold My Mother’s Home

What I was and was not prepared for at the end of my mother’s life Rarely does a career choice perfectly prepare you for the final illness and death of a parent.  As an elder law attorney, I was armed with the knowledge and experience I needed to help my mother as she neared the end of her life.  When my mother was diagnosed with a degenerative disease, I was well versed in how to manage her finances, choose medical providers, navigate Medicare issues, hire caregivers, and make health decisions.  And so many other things I have helped others do

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legal dictionary terms

What Legal Terms in Wills Should You Know?

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

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Inheritance in a piggy bank

How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.

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Multi Generational Family

Biggest Mistakes in Wealth Transfer

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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