Upcoming Workshop November 27th at 10am or December 6th at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, November 20, 2018

Taking Your Estate Plan to a Digital Platform

With so much of our information stored in a digital format, it’s not a leap to consider having your estate plan in a digital format as well. It certainly makes the executor’s job much easier. Having a comprehensive digital vault...

Published On: Monday, November 19, 2018

Estate Planning is Not Just for the Elderly

According to a new Caring.com survey, only 42 percent of U.S. adults currently have estate planning documents. This number increases drastically to 81 percent for those age 72 or older. Since we never know how long we will live, it’s...

Published On: Friday, November 16, 2018

ABLE Accounts for People with Disabilities

Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014. This created tax advantaged accounts for people with disabilities. These accounts grow and are tax free. The money in the accounts can be used for qualifying expenses. Before...

Published On: Thursday, November 15, 2018

How to Deal with Loved Ones Prone to Wandering

Wandering typically involves a loved one leaving the safe boundaries of the home or daycare center. It may appear aimless but often it has a purpose. Sometimes the purpose is simply to move. Other times it is brought on by...

Published On: Wednesday, November 14, 2018

Upcoming Workshop November 20th or November 27th at 10am

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, November 13, 2018

What you need to know about continuing care retirement communities

Life plan communities, often referred to as continuing care retirement communities (CCRCs), are an increasingly popular choice of aging Americans. These communities offer the array of care options necessary as seniors move through the stages of aging that include independent...

Published On: Monday, November 12, 2018

Two Documents You Need When Your Child Turns 18

When your child reaches the age of eighteen, he or she is now entitled to privacy and you no longer have the same level of access to or authority over financial, educational and medical information. At a minimum, you should...

Published On: Friday, November 09, 2018

Special Needs Trust Compliance – Using Debit Cards Like True Link

On May 14, 2018, the SSA published a new section regarding True Link and similar type cards in its Program Operations Manual System (POMS). This new section shows that the SSA is now recognizing these types of pre-paid debit cards...

Published On: Thursday, November 08, 2018

Top 4 Tips for Recognizing Elder Financial Abuse

Unfortunately, there are predators out there looking for ways to financially exploit seniors. Be on the lookout for these four things: Changes to Bank Accounts. Check statements monthly and pay attention to any large withdrawals. Review the cancelled checks to...

Published On: Wednesday, November 07, 2018

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