Apr 23, 2021 | Estate Planning
Here’s the basic idea behind trusts, to help you understand why you might or might not need one. What is a Trust? Think of a trust like a treasure chest. You originally bought property or earned money in your own name. You then transfer those assets into the trust’s... 
Apr 2, 2021 | Elder Law, Social Security
It is nothing short of a national tragedy; 45 percent of aging Americans are not making it financially to meet their most basic needs. Many of these older adults must routinely shuffle their available resources in an attempt to keep quality health care, a roof over... 
Mar 19, 2021 | Estate Planning
A living will is an essential document that lays out your preferences for life-sustaining medical treatment. It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the... 
Feb 12, 2021 | Estate Planning
Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones’ burden in the future. It will ensure proper management of your financial situation and afford control over... 
Feb 5, 2021 | Estate Planning
Whether you currently have an estate plan in place or are starting from scratch, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your... 
Jan 22, 2021 | Estate Planning
Estate planning requires specialized planning especially when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis...