Alzheimer’s Disease: 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 common types of dementia include vascular, Lewy Body disease, […]
Being a Caregiver for Others…and Yourself

Every year, millions of Americans find themselves in situations where they become much-needed caretakers for members of their family. For example, adults may find themselves needing to take care of aging parents, or grandparents may need to step in and take care of their grandchildren. These situations may arise unexpectedly and feel strange and scary. […]
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 is similar to the 529 education savings […]
States Brace for Baby Boomer Retirement Age Challenges

There are demographic and cultural shifts occurring in the United States. The baby boomer generation continues to “gray” the country and is changing the way individual states set budgets and health care policies. More attention will be paid to the needs of the post age 50 generation(s). Changing attitudes towards working past the age of […]
Your Doctor Left Your Health Plan – Now What?

Going to the doctor is more than just casual small talk with a stranger. Often, you must explain your ailment quickly and succinctly, trust that your doctor has your best interests at heart and will keep your confidentiality; and make yourself vulnerable and talk about health issues that may be uncomfortable. Having a good relationship […]