Estate Planning During a Pandemic

Whether you are young or old, COVID-19 has us all thinking about our mortality and health more these days. This pandemic took us all by surprise, did you have your affairs in order before? According to one study, approximately 1/3 of all Americans did not have an up-to-date estate Continue reading

Aging in Place Tools and Technology for Seniors and Caregivers

Technology is central to 21st century life in America. It’s also becoming surprisingly popular among senior populations as tech companies target this growing market demographic. By 2030, AARP projects that close to 132 million Americans aged 50 or more will spend more than $84 billion Continue reading

Alzheimer’s Disease and What to Know for Your Estate Plan

Did you know that there are over 400 different types of dementia? The number of different types is staggering but the most common cause of dementia is due to Alzheimer’s disease. At least, that’s what the Alzheimer’s Association‘s published 2020 Facts and Figures reports. Other relatively Continue reading

New Law Makes it Easy to Report Elder Financial Abuse

The Economic Growth, Regulatory Relief, and Consumer Protection Act was signed into law on May 24, 2018. There are a few important factors of the Act to keep in mind:

  • There is a section in the Act that was once a stand-alone bill from Sen. Susan Collins (R-Maine)– designed to encourage Continue reading

The ABLE Act and Helping Individuals with Special Needs

ABLE Act and Special Needs Estate Planning

The Achieving a Better Life Experience (ABLE) Act was signed into law in December of 2014. The purpose of the Act is to provide individuals and families the ability to finance disability needs tax-free. The savings the ABLE Act can provide Continue reading

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