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…
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…
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…
Estate Planning: Revocable Trusts and Irrevocable Trusts
When Jimmy and Francis (not their real names) came to us to get their estate planning in order, Jimmy was in the…
Trusts and Making Even Wiser Decisions for Our Children
It is not easy to imagine anyone else raising your children. After all, you gave birth to them, taught them to walk,…
7 Common Financial Abuse Scams That Target Alzheimer’s Patients and Their Families
When you or a loved one have been diagnosed with Alzheimer’s disease, the unknown journey ahead is overwhelming enough without also having…
Veterans Benefits and Medicaid: Preparing for Long-Term Care
As great as it is to live longer—and many of us are—the longer we live, the more likely we will need long-term…
Including Pets in an Estate Planning Strategy If You Have Been Diagnosed With Alzheimer’s Disease
When you have been diagnosed with Alzheimer’s disease, it is important to have an estate planning attorney in your corner who has…
Advanced Healthcare Decisions: Which Papers are Important?
Imagine this scenario: You are in great shape and have always led a healthy lifestyle, but one day out of the blue,…
The SECURE Act: How it Changes Retirement and Estate Planning
There’s been quite a bit of buzz in the news recently about the Setting Every Community Up for Retirement Enhancement (SECURE) Act…