Integrating Irrevocable Trust into Medicaid Planning
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
June 24, 2024
The Estate of The Union Season 3|Episode 6 is out now!
The Estate of The Union Season 3|Episode 6 is out now! When struck with an unexpected illness, many families must travel to get the quality
June 17, 2024
Managing a Big Age Gap in Estate Planning
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
June 12, 2024
Understanding the differences between ABLE Account and Special Needs Trust
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you’re gone.
June 3, 2024
Alternatives to Avoid Guardianship as You Age
This article discusses the need for protection as we age, what guardianship is and how powers of attorney (POAs) are alternative estate planning strategies that give you more control.
May 15, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Essential steps for Gen Xers caring for Aging Parents
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents’ path into retirement for both generations.
April 15, 2024
Cognitive Decline is Overlooked in Estate Planning
We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
April 3, 2024
Understanding how a Guardianship and Conservatorship Contrast
Understanding the difference between guardianship and conservatorship is crucial for protecting the interests of those unable to make decisions for themselves. Whether you are planning for the future or seeking immediate assistance, take appropriate steps to ensure that your loved ones are cared for, and your estate is managed according to your wishes.
February 21, 2024
Navigating Advance Directives in Dementia Care
The concept of advance directives in healthcare is both a cornerstone of patient autonomy and a source of profound ethical dilemmas, particularly in the context of dementia. This was poignantly illustrated in a recent New York Times article by Dr. Sandeep Jauhar, who shares his personal story about his father’s battle with dementia…
January 11, 2024