Declaration of Guardian

Estate Planning for the Young and Affluent

How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the current gift and estate tax …

Estate Planning for the Young and Affluent Read More »

An Overview of Long Term Care Options

One of the greatest concerns for the elderly we serve and their families is that of long term care.  Two-thirds of seniors will need care at some point in their …

An Overview of Long Term Care Options Read More »

The Cost of Dementia

The Staggering Costs of Dementia   Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syndrome that is nearly doubling …

The Cost of Dementia Read More »

Parents of special needs child must plan financially for two generations | KyForward.com

No matter where you live if you have a special needs child, estate planning for your family has another dimension that needs to be addressed.  This article addresses some of …

Parents of special needs child must plan financially for two generations | KyForward.com Read More »

Please confirm that you understand the consultation is paid and the fee is $350.