15 01, 2024

A Seniors Guide to Estate Planning

2024-01-15T02:30:57-05:00January 15th, 2024|

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These legal documents help [...]

12 01, 2024

Retirees: Deduct Your Long-Term Care Insurance Premium

2024-01-12T02:27:32-05:00January 12th, 2024|

Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason to use it. Regardless of what the future holds, there's one silver lining of which you may not be aware. [...]

8 01, 2024

Medicaid Planning Protects Your Home

2024-01-08T02:17:29-05:00January 8th, 2024|

Your most valuable property may be your home, which is true for many people. You likely want your children to inherit that value when you pass away. However, you may also have concerns about planning for the future, especially if your health declines and you need expensive [...]

5 01, 2024

Who Gets Copies of the Will After a Person Dies?

2023-12-28T12:13:15-05:00January 5th, 2024|

Many movies and television shows feature a scene where family members gather after a relative has died to listen to the reading of the will. While this makes for a dramatic scene, it is one that may have been more [...]

31 12, 2023

Are You a Family Caregiver? New Bill Seeks to Lower Costs

2023-12-28T12:08:28-05:00December 31st, 2023|

Recently proposed legislation seeks to offer financial relief for unpaid family caregivers. Introduced in November 2023, the Lowering Costs for Caregivers Act of 2023 is the result of a bipartisan effort to lessen the costs of family caregiving. The American Association of Retired [...]

28 12, 2023

How the Housing Crisis Affects Older Adults

2023-12-28T12:05:39-05:00December 28th, 2023|

Americans are not only living longer, but the number of people aged 65 and older is also growing. It’s a trend that will continue over the next decade. Longevity among seniors raises major questions, including how aging people will be [...]

21 12, 2023

Estate Planning: Should I Divide My Assets Equally?

2023-12-21T05:36:06-05:00December 21st, 2023|

Your heirs may not see eye to eye on family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify when you die. Underlying issues can bubble to the surface, creating tensions over your estate and possibly tearing your [...]

18 12, 2023

Revoking a Power of Attorney

2023-12-18T03:05:51-05:00December 18th, 2023|

With a power of attorney, you can appoint another person to act on your behalf. However, in some cases, a particular arrangement might no longer serve your interests. As long as you have the mental capacity to understand what you [...]

15 12, 2023

New Year’s Resolution: Get That Estate Plan Done

2023-12-27T04:09:39-05:00December 15th, 2023|

Visiting an attorney to get your estate plan done is one New Year's resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick. But if it does happen, you [...]

8 12, 2023

Report: The Current and Future State of Estate Planning

2023-12-08T03:08:26-05:00December 8th, 2023|

Over the next two decades, experts foresee Baby Boomer households transferring more than $84 trillion in generational wealth. Amid challenging economic times, it is more important than ever to protect your assets for yourself and your loved ones. Without a well-crafted estate [...]