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 exemption is high and the estate tax rate slightly higher than the income tax rate — but that...

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 life and many have not planned for this likelihood.  It is an emotional and unpleasant topic to broach, but...

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 in numbers of people affected worldwide every 20 years. Dementia has affected the...