Asset Protection, Estate Planning, Wills Advice on Helping Your Loved One with Estate Planning Estate planning is a fundamental aspect of any thought-out financial plan but when it’s your loved ones who need to … August 1, 2021 2 MIN READ
Second Marriage Planning Widows and the Financial Dangers Associated with Remarriage Many times when a widow remarries unseen financial challenges in addition to a new marriage occur. Unfortunately this means that … July 27, 2021 2 MIN READ
Asset Protection, Estate Planning, Wills Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts Transfer on death accounts pass on assets to an appointed beneficiary when the account holder passes away. When you establish … July 26, 2021 2 MIN READ
Long Term Care Planning How to Remain Engaged with a Loved One Who Enters a Nursing Home As they look towards the end of their lives most people want nothing more than to spend every day independent … July 24, 2021 2 MIN READ
Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Caregiving, Elder Law Medicare for 60-Years Is Not Always the Best Deal President Biden as well as progressive Democrats have proposed lowering Medicare’s eligibility age to 60 to help older individuals obtain … July 19, 2021 2 MIN READ
Caregiving, Elder Law, Elder law estate planning Elderly with Functional Impairments at Higher Risk for Misuse of Prescription Drugs A recent study from the Centers for Disease Control and Prevention found that 22 percent of older adults in the … July 15, 2021 2 MIN READ
Asset Protection, Blended Families Estate Planning, Trustee Court Reverses Injunction against Co-Trustees In the recent Texas of Marshall v. Marshall a beneficiary initiated legal action against a trustee as well as five … July 13, 2021 2 MIN READ
Caregiving, Elder Law Gun Safety and the Elderly In the same ways that some elderly drivers prove dangerous behind the wheel firearms also prove dangerous in the hands … July 12, 2021 2 MIN READ
