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Legal Documents That College Students Shouldn’t Leave Home Without
Preparing your child for college is a monumental milestone filled with excitement and planning.
Nov 27, 2024


Important Update: Social Security Administration Announces 2025 Cost of Living Adjustment
The Social Security Administration (SSA) recently announced the 2025 Cost of Living Adjustment (COLA)
Nov 14, 2024


How to Cash in on Your Home (Without Moving Out!): Exploring Reverse Mortgages for Older Adults
Some older adults are considering alternative ways to supplement their income without selling their home.
Nov 7, 2024


Why Your Estate Plan Must Include More than a Will
A Last Will and Testament is an essential legal document that allows you to accomplish a number of important goals. You can name your...
Apr 8, 2021


Myths and Misconceptions About Coronavirus Vaccines
The development of several vaccines to help combat the spread of COVID-19 is welcome news. However, the remarkable speed with which these...
Mar 26, 2021


An Early Look at President Biden’s Tax Plan and How It Could Impact Your Finances
Although President Biden outlined his tax plan during the presidential campaign, conventional wisdom held that Republicans in the Senate...
Mar 4, 2021


The Proper Planning Mix for Blended Families (Continued)
Last time we looked at planning for blended families in general terms. Now let’s discuss some specific trusts that you might want to...
Feb 18, 2021


The Proper Planning Mix for Blended Families
Planning for blended families can present unique challenges, in part because the interests of a current spouse and any mutual children...
Feb 3, 2021


Moving on—Help for Seniors Relocating to Nursing Homes or Assisted Living Facilities
Moving to a new home is stressful in and of itself. When the move involves a senior relocating to a nursing home or assisted living...
Jan 20, 2021


Make Sure Your Advance Directives Are Available When They Are Needed Most
we advise all of our clients about the importance of creating advance directives and keeping them up to date. It is equally important to...
Jan 4, 2021


The Benefits of an Irrevocable Living Trust
An Irrevocable Living Trust generally cannot be modified or terminated except under certain limited circumstances. It requires the...
Nov 30, 2020


Giving to Charity Wisely
Charitable giving, if done properly, is a representation of your values and can lower your taxes to maximize your generosity.
Nov 24, 2020


Make Sure Your Advance Directives Are Available When They Are Needed Most
As an estate planning and elder law firm, we advise all of our clients about the importance of creating advance directives and keeping...
Nov 12, 2020


Make Sure Your Revocable Living Trust Is Properly Funded
You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to...
Nov 1, 2020


The Difference Between a Living Will and a Health Care Power of Attorney
Many people are confused about the difference between a living will and a healthcare power of attorney. A living will specifies life...
Oct 22, 2020
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