Is Having a Trust Right for Me?
We hear this question all the time. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you…
We hear this question all the time. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you…
It is essential for your estate plan to include protective measures over your child’s future inheritance. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing probate. This allows specific trust provisions…
As your parents age, it is important to have conversations with them about their finances and estate plan. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it…
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…
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…
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…
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…
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…
What is Alzheimer’s Disease? Alzheimer’s disease is defined as an irreversible, progressive mental deterioration that can occur in middle or old age. It is the most common form of dementia. What causes Alzheimer’s Disease? Alzheimer’s disease is caused by a…
The senior population of the United States is increasing rapidly as the baby boomer generation ages, and the influx of international migration continues. Although the US average life expectancy has seen a slight three-year decline, many Americans, men, and women,…