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Summer That Lasts a Lifetime

Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did?

The question for owners of vacation homes in planning their estates Continue reading

Increased Funding for Elders & The Disabled

President Biden has introduced a plan to spend $400 billion over eight years on home and community-based care for the elderly and people with disabilities. The money would go to expand access to care and support higher-paying caregiving jobs.

As the elderly population grows, our Continue reading

Save Now Pay Later

Many websites offer customized, do-it-yourself Wills and other Estate planning documents.  Although such products are convenient, using them could create SERIOUS and EXPENSIVE legal problems for heirs. These digital services appear to offer a cost-effective and easy alternative to Continue reading

Adult Guardianship Abuse

A growing problem with adult guardianship abuse is giving rise to calls for reform of the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.

A guardian is someone appointed by a court Continue reading

Let’s Talk Disabled Beneficiaries

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

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