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Do You Have an Asset List? Here are 10 Things to Include on It

We have talked about and written on everything and anything about estate planning over the years. And we are happy to report that many clients just like you and your family are not only listening but also putting our practical tips to good use. So here is another tip:...

Medicaid Frequently Asked Questions

It is no secret that being an Alzheimer’s caregiver is overwhelming. Not only is providing 24/7 care for your loved one emotionally, mentally, and physically draining, but wrapping your brain around every law, all the proper estate planning strategies, financial...

7 Benefits of Establishing a Retirement Plan Trust

We have all been told multiple times that saving for retirement is important. It may not have seemed like a big deal when we were younger, but we sure did recognize the importance as we aged. Simply put, saving money while we were still working and not touching it...

What is an Ethical Will, and why do I need it?

It has always amazed me that no matter how much we have talked and written about wills, trusts, and other estate planning strategies over the years, there is always a fun new wrinkle to add to the conversation. Take Ethical Wills, for example. While different from...

Alzheimer’s Care: Learning to ask for help

When you have been diagnosed with Alzheimer’s disease, learning to ask for help can be a monumental challenge to one’s sense of self—in particular, one’s sense of independence. After all, we expect to be able to do things on our own, whether it is something as simple...