Just before the end of 2019, Congress passed and the President signed a spending bill that includes significant changes to retirement savings accounts. Known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, this legislation changes rules around retirement Continue reading
Long-Term Care Secured.
The older you get, the harder it is to qualify for long-term care insurance. If you are interested in buying this insurance, it is better to act sooner rather than later. Many people put off purchasing long-term care insurance until they need it, but by then, it may be too late. Not Continue reading
A Will Isn’t The Only Way
While a Will is one of the most important Estate Planning documents you can have, there are things that it won’t cover. A Will is just one part of a comprehensive Estate Plan. A Will is a legally-binding statement directing who will receive your property at your death. It is also Continue reading
“The Talk” Elder Edition
Talking about Estate Planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event of their passing, you shouldn’t assume everything will be taken care of. Continue reading
Living Life Golden
It is Elder Law Month! In honor of elder law month, there will be elder related posts all month long! In today’s post we will be discussing long-term care and what you and family members need to know about it. Long-term care is the care you need if you can’t perform daily activities Continue reading
Elder Law: Should We Consider A Caregiver Agreement?
It’s still Elder Law month, so we are going to talk about another Elder Law related topic. Last week we talked about elder abuse. Unfortunately, the abusers are oftentimes family members, children, and also people that the vulnerable person generally trusts.
Earlier this week, I asked Continue reading
Age Ain’t nothing But A Number!
March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people, items, or brands, Continue reading
Plan For The Unexpected…Avoid The Madness Part II
March Madness is still in Full-swing. Who are you rooting for? I’m with Carolina. Well, I’m actually with any team that isn’t Duke. Last week, I told you that you should absolutely NOT treat your Estate Plan like your bracket. Unlike your bracket, your Estate Plan can and most certainly Continue reading
Plan For The Unexpected…Avoid The Madness
Whether you follow college basketball or not, odds are, you’ve probably heard of March Madness. If you ask anyone who knows me, they would likely tell you that I am totally not a basketball girl. I am a football girl! Please don’t hold this against me, but I am a diehard New England Continue reading
Your Default Estate Plan
Last week, I promised that I would share what happens when someone dies without creating an estate plan and actually leave assets behind. I won’t get into the nitty gritty. You likely know that those assets will be passed down to family members, at least that’s the ideal outcome… Continue reading