Mar 31, 2020 | Estate Planning
Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by... 
Mar 16, 2020 | Adult Children, Elder Law, Estate Planning, Wills
Say your spouse is living in a nursing home because of advanced Parkinson’s. Your spouse is currently receiving Medicaid benefits to pay for the high cost of that care. If you were to pass before your spouse, you wouldn’t want your spouse to inherit all your life... 
Mar 3, 2020 | Estate Planning
Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the needs of each spouse are met,... 
Jan 15, 2020 | Estate Planning
As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and... 
Sep 11, 2019 | Caregiving, Elder Law, Estate Planning, Long-Term Care Planning, Medicaid Planning, VA Pension Planning
The silver tsunami of Americans has inspired the technology industry. There are continuous developments and implementations of inventive digital Internet of Things (IoT) solutions that transform the lives of aging adults as well as their caregivers. Each new tech... 
Jul 31, 2019 | Adult Children, Elder Law, Estate Planning, Trusts, Wills
Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor. A simple way to achieve inheritance protection is through a trust. A trust can pass your...