Preparing for Retirement with a Special Needs Child
People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
September 22, 2022
Planning for Long Term Care Is Important
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
September 15, 2022
Important to consider Long-Term Care Insurance
Political instability, rampant inflation and the specter of recession are looming threats to our clients’ financial future, which directly impacts their ability to take care of themselves at a point in their lives when they are likely to need care or other age-related services.
September 8, 2022
Avoid naming Estate as an IRA Beneficiary
It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.
September 6, 2022
Geriatric Care Managers can make Life Easier
As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.
August 3, 2022
Supplemental Needs Trust can safeguard Benefits
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
June 20, 2022
Mistakes can lead to an Invalid Will
When considering whether to contest a decedent’s Last Will and Testament, an individual should consider whether red flags might be present which may point to a successful basis to challenge a disputed Will.
May 11, 2022
Planning for Special Needs Requires Care
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 3, 2022
What Do You Need to Age in Place?
As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.
April 27, 2022
Advance Care Planning a Benefit to Seniors
New research, published in JAMA Network Open shows that using a comprehensive approach to engage patients in Advance Care Planning (ACP) during the COVID-19 pandemic effectively improves the opportunity for ACP discussions and documentation as well as equitable healthcare delivery.
March 23, 2022