Debunking the Myth that Estate Planning is only for the Wealthy
In a survey of more than 2,400 individuals, four out of ten people showed that they…
Social Security Disability: Understanding Eligibility and Benefits
Social Security Disability Insurance (SSDI) provides financial assistance to workers who become disabled as well…
Navigating Guardianship for Adults with Serious Mental Illness
The National Institute of Mental Health reports that mental illness affects one in five adults…
Fair Shares: The Equal Division Challenge in Estate Planning
Disagreements among heirs, particularly regarding inheriting your estate, can change and intensify when you die.…
Ensuring Financial Security for Children with Special Needs
Children with disabilities present a unique challenge for parents who are looking to engage in…
Medicare Benefits 2024: 5 Positive Changes for Seniors
The Lowering Costs for Caregivers Act
In November 2023, the Lowering Costs for Caregivers Act of 2023 was introduced, which has…
Why Homeowners Should Have an Irrevocable Trust
The most valuable property for most people is their home. It’s likely that you want your…
New Year’s Resolution: Get That Estate Plan Done
Many will resolve to get their estate plan done this year but will fail to…
Why Baby Boomers Need to Communicate with Their Kids About Inheritance
Not talking to your adult children about their inheritance comes at a cost. It can…
Key Planning for Aging Adults
The holidays are a time for families to come together and many will travel for the…
Medicare Extra Help Program Set to Expand in 2024
Seniors and disabled citizens will receive more access to the Medicare Extra Help Program as of the beginning of 2024.