Posted On: May 25th 2023
A growing portion of the older population wants to stay in their homes as long as possible. This is known as “aging in place” and has several benefits when it is appropriate for the individual. However, there are some other care concerns to consider when deciding whether someone is at the point of needing additional…
Read More...Posted On: May 17th 2023
According to a 2021 survey conducted by the Pew Research Center, nearly a quarter of U.S. parents find themselves struggling as part of the “sandwich generation,” those who are caught in a squeeze as they tackle caring for both their own parents and their children. Being a multigenerational caregiver can be a financial, logistical, and…
Read More...Posted On: February 1st 2023
For generations, the children in your family have learned to swim by jumping off of the dock of your family’s vacation home.
Read More...Posted On: September 26th 2022
Choosing the right trustee for any trust is a difficult and extremely important decision. In the case of choosing the right trustee for the trust you have created to protect your loved one with special needs, the decision is even more important—particularly if your loved one is a young child. Let’s take a look at…
Read More...Posted On: August 18th 2023
For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate plan as something that grows and changes with you? Life Changes Think about what has happened in your life since the last time you…
Read More...Posted On: July 22nd 2023
It can be tempting to avoid the costs of creating an estate plan when your only significant asset is your home. Afterall, what’s the harm of simply putting your home in your child’s name to avoid probate and be done with it? We hear this question more than you’d think at our office, and we…
Read More...Posted On: June 27th 2023
Although you may have taken the time to create a well structed will or trust, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result in bitter family relations, costly court proceedings and financial devastation. The following are some proactive measures you can take to avoid common challenges…
Read More...Posted On: April 19th 2023
Choosing An Executor or Trustee For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will choosing a beneficiary create a conflict of interest? The short answer is, the best way…
Read More...Posted On: January 23rd 2023
Both Medicare and Medicaid can assist you with your individual long-term care plan. While the two programs sound similar, there are important differences to consider.
Read More...Posted On: January 16th 2023
Second marriages can present unique challenges regarding estate planning, particularly if you or your new spouse have children from previous marriages.
Read More...Posted On: January 9th 2023
Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
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