Medicare Open Enrollment Ends December 7: There Is Still Time to Change Plans!
Medicare's Open Enrollment Period, during which you can freely [...]
Some Nursing Homes and Assisted Living Facilities Are Snatching Residents’ Pandemic Relief Checks, FTC Warns
The Federal Trade Commission (FTC) is warning residents of long-term care facilities and their families that some facilities may unlawfully require residents who are on Medicaid to sign over their $1,200 pandemic relief checks.
8 Tips for Having ‘The Talk’ with Elderly Parents
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.
Gifts to Grandchildren: Gift Trusts
There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money could affect a grandchild's eligibility for financial aid.
IMPORTANT OFFICE INFORMATION
We know there is a growing concern within our local [...]
Six Things You Must Know About Revocable Trusts
To the average person, legal terms sound foreign. Intimidating. We [...]
Three Ways to Find the Joy of Annual Gifting
We have some of the best clients you could imagine. [...]
End-of-Life Discussions With Aging Parents
Thanksgiving and “The Talk” Thanksgiving isn’t just a great time [...]
Two Reasons Why Testamentary Capacity Matters to You
Testamentary Capacity Matters, No Matter Your Age Testamentary capacity sounds [...]
Can Hearing Loss Lead to Dementia?
Raise your hand if you’d like to reduce your risk [...]
The Superpower of SilverSneakers
SilverSneakers. It sounds like something out of a superhero lineup. [...]
VA MISSION Act of 2018 – Update
Health care just got better for our Veterans. They’ve served [...]