How did you choose your New Year’s Resolutions this year? Did you focus on personal goals such as improving your health or exercising more? Did you consider setting fiscal goals? Do you plan to commit to spending more time with family and friends? New Year’s Resolutions are personal to each of us and, often, reflect... Read More
Did you know a spendthrift trust can be established for the benefit of a person who is often unable to control his or her spending? A spendthrift trust gives an independent trustee full authority to make decisions as to how the trust funds may be spent for the benefit of the beneficiary. The beneficiary is often a... Read More
During the holidays, many of us have the opportunity to spend more time with our loved ones who we do not regularly have the chance to visit. This often includes our parents and grandparents, who no longer live close to us. As you spend time together, are you worried about an older family member’s driving? We know... Read More
Mediation is a form of conflict resolution in which feuding parties attempt to settle their differences with the assistance of a trained third-party, known as a mediator. It’s a preferred, and sometimes mandatory, method for addressing child custody disputes, but the process is also well-suited for other areas of... Read More
In order to decide if traditional Medicare is worth it, the senior citizen must first confirm that the Alternative Medicare Advantage plan to be provided within his or her geographic territory can provide satisfactory health care. This is because a Medicare Advantage plan is owned by a private company that provides... Read More
Did you realize that more than half of Americans either lack an estate plan, or have one that is out-of-date? That is taking an enormous, and unnecessary, risk. Why? The reason is simple. If you do not decide how to protect and pass on your wealth, then the state can, and your loved ones may not like it. How do we... Read More
Did you know that bequeathing Individual Retirement Accounts (IRAs) is becoming more prevalent? This may be because the Baby Boomer generation is the first generation that has created retirement wealth in IRAs. The proposed SECURE Act, however, may require the IRA owner to make some changes to his or her IRA estate... Read More
Back-to-school season can be stressful and overwhelming for all parents, but for parents who are divorced, it can become more complicated. Deciding who will purchase school supplies, who will be there on the first day of school, and whether both parents’ names are listed on important school forms are just a few... Read More
Did you know that September 8th is National Grandparents Day? This year’s theme is “Bringing Generations to the Table” and we are joining millions of Americans in bringing awareness to the importance of helping ensure grandparents are protected, through estate planning and long-term care planning, for the next stage... Read More
Often, when clients come to us, one of the first questions they ask is “What is the difference between Estate Planning and Elder Law?” While this question may seem simple, whether a client needs Estate Planning or Elder Law, legal services depends greatly on each client’s unique set of circumstances. To help you make... Read More
