If you’ve been assigned the role of power of attorney, this information we’ve gathered will help you understand your responsibilities and the terminology involved. First, the basics: What are you [...]

What can be done to protect assets when a spouse’s health is failing and thinks he or she may die before their spouse–who has long-term health issues–dies? While the circumstances are sad, [...]

How do you know if you need to update your estate plan? It isn’t like your smoke detector that mercilessly beeps, warning you that you could be in danger if you don’t replace its [...]

Would you like to make a large gift to a cause you believe in but need encouragement to make it happen? You don’t need a motivational pep talk to get you there; you just need the US Tax Code! [...]

All clients have a story – a present, a past, a family, a fact pattern that no one else has. They have questions that no one else has. There’s always a point where I say, “Wow, no one has [...]

Are you thinking about making a move to a senior living community, but don’t know how to start your research? Here are 10 pointers to consider: 1. Understand the kind of community and benefits [...]

Your parents – or other aging loved ones – are over 70 and you are genuinely concerned whether they have a plan for their later years and for their estate. However, they may resent a [...]

Long-term nursing home care is needed by about 1.4 million Americans every year, according to the Center for Medicare and Medicaid Services (2015). It is expensive, and so is long-term care [...]