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Estate Planning Blog

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Seniors Cannot Be Careful Enough About Internet Scammers

Posted on: August 23, 2024
Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.
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Using a Caregiver Contract or Personal Care Agreement

Posted on: August 16, 2024
Creating a caregiver contract provides clarity, ensures fair compensation and helps with Medicaid planning, making it a vital step for families caring for elderly parents.
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Preventing Financial Elder Abuse from Family Caregivers

Posted on: August 9, 2024
Preventing elder financial abuse is vital to the well-being of elderly loved ones. Learn how estate planning can safeguard against elder abuse.
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Retirees Face Financial Strain Due to Medical Care Costs

Posted on: July 17, 2024
Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.
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client testimonials

Planning for Retirement with a Special Needs Child

Posted on: July 11, 2024
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
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probate and estate administration

What is the Impact of Gifts on Medicaid Eligibility for Seniors?

Posted on: July 5, 2024
Learn how gifts can impact Medicaid eligibility and how to best care for your loved ones.
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elder law

Irrevocable Trusts and Medicaid: Navigating the Complexities

Posted on: June 27, 2024
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
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Estate planning and elder law firm

Baby Boomers are Retiring, and the Need for Elder Law Attorneys Is Rising

Posted on: June 14, 2024
Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.
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What is Expected from Social Security?

Posted on: June 5, 2024
Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
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