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.
What to Look for When Purchasing Special Needs Housing
It is important to consider a few things before you start looking for a home…
The Importance of Estate Planning for Growing Families
Most young parents are not concerned about death or serious illness or injury. As unlikely…
What are Grantor-Retained Income Trusts?
In wealth transfer and estate planning, some people seek strategies that preserve their assets, as…
A Guide to Managing family wealth and tax planning
For high-net-worth families, a variety of legal strategies are available to maximize wealth preservation and…
Is It Ever a Mistake to Disinherit a Child?
Generally, parents treat their children equally when it comes to money or property inheritances. But…
Ensure That Your Estate Plan Is Handled by a Team of Professionals
Your estate plan should be created with the help of a professional team to provide…