SECURE Act has Changed Special Needs Planning
An applicable multi-beneficiary trust can solve some–but not all–of the challenges that the new act presents.
January 11, 2021
Retirement Myths Could Do Real Harm
A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.
January 4, 2021
How to Balance Homeownership and Medicaid
Many people work hard to acquire real estate and then later find that that real estate makes them ineligible for Medicaid to help pay for nursing home or in-home, long-term care.
December 17, 2020
Planning Is Different for a Child with Special Needs
It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.
December 16, 2020
Prepare for the Impact of Dementia
It is estimated that by 2040, the number of Americans living with Alzheimer’s, dementia or other cognitive disorders is expected to double to close to 12 million due to the aging population, according to a recent study by RBC Wealth Management and Aon.
November 10, 2020
Finding The Right Elder Law Attorney
Finding and elder law attorney is as easy as googling, “elder law attorney near me.” Anyone can find an elderly law attorney but finding the right one is where things get a tad difficult. If you want your elder law case to be in the right hands, then you might have to do a bit of digging.
September 14, 2020
What Is a Caregiver Agreement?
As family members age and require care, the burden of that care often falls on an adult child. For those that leave jobs to care for family members, it can become a financial hardship for the family.
September 9, 2020
Your Estate Plan Needs to Be Customized
Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.
July 23, 2020
Needs Testing for Special Needs Planning
Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid provide disabled individuals with a variety of life enhancing, and sometimes life sustaining, public benefits.
July 20, 2020
Your Children Wish You Had an Estate Plan
Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.
June 19, 2020