Articles

May 1, 2019
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Alzheimer’s Preparation

The Alzheimer’s Association currently estimates about 11% of those over the age of 65 have Alzheimer’s and that number is expected to triple by 2050. Yet, many people have not given any thought to how they would care for themselves or a loved one when faced with this disease.
April 30, 2019
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Aging at Home

A 2015 AARP survey found nearly 90% of people age 65 plan or desire to live in and age in place at home as long as possible. But staying there is not always easy or feasible as we age.
April 4, 2019
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Debt After Death

Some of the most frequently asked questions in the estate-planning field are about debt and what happens to it after you die.
March 23, 2019
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Warning Signs of Cognitive Decline

Cognitive Decline is something we consider when working with our clients in the matters of Elder Law, Estate Planning, Medical Assistance (Medicaid), Guardianship, Asset Preservation and Fiduciary Representation. Let us help you minimize your stress and be prepared to handle a changing situation.
March 22, 2019
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Common Medicare Scams

Despite the best efforts of the Centers for Medicare & Medicaid Services, recipients of both programs are frequently the targets of various identity theft schemes. Let's review some important tips to be aware of to protect seniors.
February 24, 2019
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Choosing a Beneficiary

Planning for a future after you die is never fun, but it is one of the best ways we can protect and help the ones we love. Selecting the correct beneficiaries of your estate is a task nobody relishes, but it is nonetheless important.
January 22, 2019
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Using Immediate Annuities to “Spend Down” for Medicaid

To qualify for Medicaid, a Federal program wherein the government pays a portion if not all of an elderly patient’s long-term care costs, an applicant cannot own more than $2,500 in countable assets.
January 17, 2019
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The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

Are you divorced or in the middle of a divorce proceeding? If so, you should review your estate planning documents, ownership titles on your assets and named beneficiaries.
January 10, 2019
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Paying Medicare Online

Most banks allow customers to pay bills from large, stable debtors such as credit cards companies, utilities, or nationwide retailers directly from their bank account. That service is now available to Medicare recipients.
January 6, 2019
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Special & Supplemental Needs Trusts

Understanding Supplemental and Special Needs Trusts is the first step to ensuring future financial stability for any loved ones receiving disability benefits from the government.
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