Online Estate Planning
Since the advent of COVID-19, keeping physical distance between us has been crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your…
Plan for the Unexpected
Many of us have been left unprepared and confused since the advent of COVID-19. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike,…
Talking with Your Kids on Inheritance
It’s not uncommon for parents to feel uncomfortable discussing their wealth with their kids. Talking about how much money or property you have is usually viewed as taboo. Asking someone else about what they have is often considered impolite. But…
The Problem with Larry King’s Estate Plan
Larry King, the legendary talk-show host, married seven women and had five children with several of them. He died at age 87 on January 23, 2021, after contracting Covid and then succumbing to an infection. Immediately after his death, his…
CMS and CDC Ease Nursing Home Visitations
Both the Centers for Disease Control and Prevention (CDC) and the Centers for Medicare and Medicaid (CMS) conclude that the dramatic slowdown of COVID-19 infections and deaths along with the US vaccination program permits the easing of visitation guideline restrictions…
Middle and Low Income Seniors are Experiencing Affordable Housing Shortage
Currently, there is an increasing demand for affordable senior housing. This issue is only starting to be addressed by businesses that build for this market. If you have a lot of money, you typically have a lot of options. At…
Equal is not Always The Most Equitable
The clearest choice is to divide everything into equal shares when it comes to deciding how to leave property to your children. That is the straightforward choice when all your children are doing equally well. But if not – if,…
The Growing Problem of Financial Elder Abuse
Over the past decade, elder financial abuse has been a growing problem. The financial exploitation of older or vulnerable adults can take many different forms. This portion of the population can be exploited by strangers of professionals who deal with…
Why People Still Use Prenups Today
Ginny and George always had a great marriage. They had an extended family to whom they wanted to leave everything when they passed. Unfortunately, Ginny was then diagnosed with cancer. She began to worry: What could happen if she died…
What Is The Senior Safe Act?
Signed into law by President Trump in 2018, the Senior Safe Act is designed to protect our elders from financial abuse from either within a family or support system, or by scam artists preying upon them. Tens of billions of…