It’s hard to imagine being stripped by a court of the right to make decisions about finances...
Category - Previous Posts
Am I Making One of the Five Common Estate Planning Mistakes?
When is the last time you updated your will? Could your beneficiaries have changed? If you have a...
How to Talk to a Parent Suffering from Alzheimer’s or Dementia during the Pandemic
We are at a critical time during the COVID-19 pandemic. While everyone is on edge, and being...
Helping Your Elderly Parents during the Pandemic
Americans everywhere are concerned about the coronavirus. However, COVID-19 has demonstrated that...
How Do I Protect Property If I Need Long-Term Care?
Did you know that 70% of adults over the age of 65 are predicted to need some type of long-term...
What are the Taxes on My IRA Withdrawal?
How much you will pay in taxes on an individual retirement account (IRA) withdrawal, depends on the...
What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?
Estate planning offers tools to establish and maintain effective control over cash, investments and...
What are the Alzheimer’s Signs?
As we age, it’s normal to begin worrying about Alzheimer’s disease. Alzheimer’s is an irreversible...
Relocating for Retirement, Family … or Taxes?
Does your ability to pass on your wealth to your heirs depend on where you live ... and die...
Retirement Planning and Declining Abilities
When a loved one is experiencing cognitive decline, emotional and medical considerations often...