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When to Talk About Your Parent’s Financial Future

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

Estate and Long-Term Care Planning for Veterans

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

Estate Planning and the Special Needs Trust

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

What to Know About Contesting a Will

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

Social Security Changes Coming 2021

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

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