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It is crucial to get important estate and financial planning documents done, but it is just as important to store those documents in a safe place that your survivors can easily access. Estate planning documents like your will, living wills, powers of attorney, trusts, medical directives, Continue reading
Finances is one of those topics that many families avoid talking about. The stigma around talking about money can leave many wondering what to do as our parents get older. But financial experts agree that waiting to talk about finances with your aging parent is a mistake, especially Continue reading
People often come into our office wondering if military veterans are permitted to use their Department of Veterans Affairs benefits to help cover the cost of long-term care? The answer is, unfortunately, complicated. For example, a much-underused pension benefit known as Aid and Attendance Continue reading
Trusts are a common aspect of estate planning, and Special Needs Trusts are just one of the different types of trusts available. When you have a child with special needs, it is crucial to plan their future with the utmost care while they are still young. Children with a wide variety Continue reading
It’s no secret the baby boomers are getting older, which means there has been a dramatic increase in the need for affordable long-term support services in America. Costs for long-term senior care are getting increasingly expensive, and many families are wondering what to do and how Continue reading
Generational wealth is commonly referred to as the assets and money passed down from one generation to another. These assets might include bonds, stocks, properties, jewelry, family businesses, and other investments. With our aging population, and what is known as “the silver tsunami,” Continue reading
For so many of us, pets are part of the family. Their wellbeing and happiness are important, and we want to make sure they are taken care of in case something bad should happen. Whether you have a dog, cat, bird, horse, or even more exotic pets such as a snake or lizard, the best Continue reading
Larry King, the legendary talk-show host, lived a long and successful life. He hosted “Larry King Live” for over 25 years, married seven women, and had five children. Despite many years of health problems, he died at the old age of 87 on January 23, 2021. While the exact cause of Continue reading
After the death of a loved one, how they prepared and what estate planning they did becomes apparent quickly. When a loved one dies with a will, the family may or may not be happy with what winds up being on the will. They will typically go through a court-ordered process, called Continue reading
Every October, the Social Security Administration (SSA) publishes upcoming changes to its social security program. The social security program is dynamic and impacts nearly 65 million people as of 2020. In 2021, social security payments will grow by 1.3% and the changes made will Continue reading