For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while…

There's no doubt that a healthy lifestyle can significantly improve your health and the earlier you adopt a healthy lifestyle strategy, the greater the benefit…

Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without proper advice and…

As Americans age, they generally want to stay in their homes and communities. As a result, many homeowners are taking steps to modify their homes…

Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as to how best…

Initially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life insurance can be…

Although it is a sobering experience to discuss mortality openly with your family, it is prudent. No one relishes the thought of their demise, and…

In a will, the personal representative (executor) specifies that the date of death of the testator must be publicized, typically in a local newspaper. In…

Medicaid is a federal and state program that helps people meet certain asset requirements pay for long-term care (LTC). Long-term care often creates devastating financial…

Following the loss of a spouse or longtime partner, it is difficult to look past your grief. However, it is crucial to understand there are…

In the US, many adult children live a long distance from their parents. Managing aging parents or in-law medical events can be a serious challenge…

If you want to leave property to your children, it makes the most sense to divide everything equally. That is the straightforward choice when all…

With today's medical advances and health care advancements, children with a wide variety of special needs (disabilities) can live more productive lives than ever before.…

The method of digitally disseminating healthcare-related information is telemedicine. Not long-ago telemedicine was an innovative practice, primarily a supplement to hospitals' information strategy managing patient…

Legendary talk-show host Larry King married seven women and had five children with many of them. He died at age 87 on January 23, 2021,…

Coronavirus pandemic forces us to assess our values, priorities, and overall health. The little COVID-19 clinical information relating to treatment options and likely outcomes based…

As the coronavirus pandemic spreads across the US, it continues to interrupt our daily lives. Those who are age 65 or higher experience a higher…

According to Florida Today, 46 million Americans own the well-known crypto asset, Bitcoin and the number of people owning cryptocurrency is growing steadily. Bitcoin was…

Probate can be avoided if you have the right strategy in place, saving you money in taxes, avoiding public proceedings, and the requirement for court…

Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from the grave, you…

The law describes estate planning as a legal document summarizing the property a person owns and how to distribute these assets when deceased. Property ownership…

The aging experience is changing because of the new inter-generational community living models. Dubbed “new urbanism” it is the belief that a living environment with…

Kevin was watching his wife Winnie in her nursing home room with tears in his eyes. The medical staff just finished inserting a feeding tube…

Even though we have experienced a cycle of more than 10 years of economic growth, many wealthy retirees are reluctant to spend money for fear…

When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like a coffee mug,…

The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important part of a…

A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children – but they could…

Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or not you require…

On average, two-thirds of Americans 65 or older would prefer to age in place, while the other one-third would want to live somewhere else. The…

Hospice care is meant to provide comfort by reducing suffering and focusing on the quality of life for the patient and the family. And yet…

Dementia sufferers can often be found wandering. This is often caused by the decline in cognitive functioning and symptoms such as restlessness and confusion that…

This week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s blog post is geared toward helping you become aware of…