-
Downsizing: A Great Investment
January 2, 2023If you are considering a downsize, there is no better time to do so. Real estate prices continue to skyrocket as demand for housing soars. What better way to capitalize on your investment than to sell when the market is high?
Read More -
Estate Planning Odds n’ Ends
January 2, 2023Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.
Read More -
Estate Planning With Dementia on the Rise
January 2, 2023Although you may never have to deal with the challenges that arise with a dementia diagnosis, it is still vital that you complete your estate plan early, while you have the mental capacity legally required to make estate planning decisions and execute estate planning documents.
Read More -
Execute a Power of Attorney Before It’s Too Late
January 2, 2023A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.
Read More -
Financial Caregiving
January 2, 2023We tend to only consider the physical aspect of caregiving: medication management, bathing, feeding, assistance with daily chores, etc. However, the financial aspect of caregiving, e.g., paying bills, handling banking, investment and insurance accounts, preparing and filing tax returns, is equally crucial.
Read More -
Help Protect Finances of Loved Ones With Alzheimer’s
January 2, 2023If you have a loved one showing signs of Alzheimer’s or another form of dementia, you’ll obviously experience some strong emotions—and you’ll likely ask yourself this question: What can I do to help?
Read More -
High School Graduation: A Good Time for Financial Planning
January 2, 2023Whether your child is graduating with their high school diploma or completing higher education, it’s important to help them plan for their financial future. You want to set a strong foundation for long-term financial stability by broadening their scope of financial literacy. Sharing the following tips can help prepare them.
Read More -
How to Choose a Trustee
January 2, 2023When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, buy and sell property, provide for your loved ones, and generally keep things organized and in good order.
Read More -
Legal Documents
January 2, 2023Don't wait until it's too late to initiate the planning of your legal and financial matters.
Read More -
Life After a Dementia Diagnosis
January 2, 2023Many elderly people who are diagnosed with dementia are unprepared for future care. If you or someone you love has received a dementia diagnosis, it is imperative that you seek guidance. Elder law attorneys can be great resources in the process of implementing a plan to deal with care expenses.
Read More
