How to Manage Aging Parents Finances
Here are five ways to get started on this important issue of an aging parent’s finances.
October 5, 2022
Less Restrictive Alternatives to Guardianship
Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.
September 27, 2022
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
A Living Will is a Huge Benefit
A living will is a legal document expressing your wishes on receiving or declining medical care or life-sustaining treatments should you become terminally ill or injured and unable to communicate those decisions for yourself.
September 20, 2022
Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 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
Spotting early Dementia Symptoms is Critical
Certain habits can signal cognitive impairment.
September 1, 2022
Key Documents Every College Kid Needs
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
August 31, 2022
Protecting the Community Spouse is Necessary
The intent of the laws and regulations is to allow the community spouse to have enough income and assets, so that he or she has enough income and assets to continue to live at home, whether that be a home, an apartment, or other living place.
August 30, 2022