Estate Plan

June 6, 2019
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Reasons to Create an Estate Plan Now

Have you ever said or overheard someone else say I do not need a Will, Power of Attorney or Advance Care Directive? By not engaging in estate planning you are allowing laws enacted by the legislature to make your decisions.
June 6, 2019
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Fluid Estate Planning for Changes in Life Circumstances

Your estate plan needs to change with life events. Divorce, marriage, and having children are some of the few things that truly can affect every aspect of your life.
May 20, 2019
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Navigating the Medicaid Minefield

What you don't know about Medicaid can cost you and your loved ones. Here are some common traps that can be avoided with planning and help of a knowledgeable elder law attorney.
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 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 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.
December 6, 2018
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Stan Lee Elder Abuse

According to the National Council on Aging, approximately 1 in 10 Americans over the age of 60 have experienced some form of elder abuse, and of the nearly 5 million cases each year, only 7% are ever even reported to the police.
November 20, 2018
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Expanded 529 Plans

While experts have and will continue to debate the benefits and costs of the 2017 tax reform for consumers, one clear benefit is the expansion of benefits from the use of a 529 Education Savings Account.
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