Using Local Insight And Legal Know-How
To Protect Your Interests
The Rise of Aging Seniors Living Independently America’s aging population is becoming comprised heavily of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age, accounting for 18 percent of the US population. This demographic is driving...
What is Medicaid? Medicaid is a joint federal and state program available to individuals who meet certain asset requirements that help them pay for long-term care (LTC) costs. Long-term care often creates devastating financial impacts on Americans, particularly the...
We hear this question all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” The Simple Answer? It’s just not a good idea. For the plan to work as you would...
What Do You Need To Know? The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you plan for or live during your...
This November is National Family Caregiver Support Month. Even if you are not a family caregiver, you probably know someone who is. Millions of Americans are willing to provide varying support levels to older relatives and even friends. Support can take on many forms,...
You might think that leaving your property to your heirs would be simple enough. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and...
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching...
Talk to your aging parents. It is essential that as your parents’ age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to...
Family Caregiving. There are new challenges to meet for family systems with loved ones who are most vulnerable to the coronavirus yet still require caregiving. Family caregivers that use to aid their family directly, now find themselves learning how to be...
Estate Planning Online? No we are not talking about legal zoom. As you have probably heard by now, keeping physical distance between us is crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single...