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The Impact of 2024 Social Security Benefit Changes on Retirees

Posted on: March 28, 2024
The Social Security Administration will introduce six major changes to benefits in 2024 that will impact seniors receiving Social Security retirement benefits. Working with an elder law attorney allows retirees to navigate these adjustments and take advantage of strategies to protect assets.
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Empowering Your Healthcare Decisions: The Essential Guide to Healthcare Documents

Posted on: March 21, 2024
Advance directives enable you to legally document healthcare and end-of-life preferences, ensuring that your treatment aligns with your values and wishes, even when you can't speak for yourself.
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How to Protect Your Spouse or Loved One when Diagnosis is Dementia

Posted on: March 18, 2024
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
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Planning for Cognitive Decline is Part of Estate Planning

Posted on: March 13, 2024
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. We can help you protect them.
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Can I Decline Receipt of an Inherited IRA?

Posted on: March 13, 2024
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
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Incapacity/Life Care Planning: Safeguarding Your Estate and Future

Posted on: March 8, 2024
Establishing an incapacity plan is crucial in estate planning. Learn how to protect your finances and make your wishes known in our comprehensive guide.
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Does it Make Sense to Wait Until 70 to Claim Social Security Benefits?

Posted on: March 8, 2024
Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.
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age in place

What are the Differences between Medicaid Planning and Estate Planning?

Posted on: February 28, 2024
Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.
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How to Make 2024 the Best for Retirement Finances

Posted on: February 28, 2024
Keeping those New Year's resolutions to save and invest more or spend less is tough. However, there are some steps you can take now to stay on track.
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