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

Survey Highlights High Costs of Long-Term Care in 2023

You may not foresee ever needing assistance with your day-to-day life. However, research shows that seven in 10 adults aged 65 and older will require long-term care at some point in their later years. Meanwhile, the U.S. population continues to [...]

11 Questions to Ask an Elder Law Attorney

Elder law encompasses a wide range of legal matters that affect older individuals. Attorneys who practice elder law advocate for seniors and execute legal plans to assist them in living better lives. Their expertise may encompass estate planning, as well [...]

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 [...]

Thank You for Your Request

 

Please expect a phone call from our office number (201) 380-2000 to schedule your meeting. We look forward to speaking with you soon.