Consultation Request – Thank You2023-10-29T17:40:00-04:00

Financial Planning: High-Net-Worth Wealth Transfer to Heirs

The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials, and Gen X. What constitutes a high-net-worth (HNW) inheritance? In the United States, that number averages [...]

HUD Housing Programs That Support Aging in Place

Ninety-three percent of adults 55 and older want to remain in their homes as they age, according to U.S. News & World Report. “Aging in place” involves growing old comfortably and safely in one’s dwelling. As adults age, they may want to [...]

Older Adults Are Failing at Retirement Planning, Study Shows

Research by the American College of Financial Services sheds light on the need for improvements in retirement financial literacy. The 2023 Retirement Income Literacy Study revealed that most adults ages 50 to 75 lack knowledge about retirement income. With this lack of [...]

Who Does a Probate Attorney Represent: Executor or Heirs?

In estate planning, the executor, or personal representative, is responsible for managing the administration of the estate after an individual passes away. An executor may be a person or an institution. Their duties include applying for probate and ensuring that the heirs [...]

Medicaid Spend Down: Pay for More Than Just Medical Bills

Since the 1960s, Medicaid has provided health care coverage for low-income people across the United States. For millions of seniors, Medicaid offers financial assistance, helping them to cover the cost of long-term care services. Today, this joint federal-state program also benefits [...]

A Patient Advocate Can Support Your Health Care Journey

More than 70 percent of adults in the U.S. report being dissatisfied with the health care system, according to TIME Magazine. Navigating the medical services network can be stressful and overwhelming, particularly for older adults facing increasingly complex health needs. The American [...]

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