For my clients who have a child with special needs or who live with a... [Read more...]
What Is an ABLE Account?
Many of my clients are the parents or grandparents of a child with special needs.... [Read more...]
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint... [Read more...]
What Is the Medicaid “Look-Back” Provision?
You may make it to your retirement years without ever needing to qualify for Medicaid... [Read more...]
How Do I Discuss Estate Planning with My Aging Parents?
Some of my clients are adult children of aging parents who are struggling to accept... [Read more...]
Digital Estate Planning Checklist
As part of the estate planning process, I encourage clients to create written lists of... [Read more...]
Choosing a Caregiver – Is Family Always the Best Option?
I sometimes have clients who are faced with difficult decisions related to the realities that... [Read more...]
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to... [Read more...]
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more... [Read more...]
You will always want professional help when it comes to filing Estate Tax returns.
I frequently begin a consultation estate taxes with the phrase "I've got great news". That's... [Read more...]
Grandparents and Gifting: Using a Living Trust
I've heard it said that being a grandparent can be an exceptional gig. If you... [Read more...]
What to Do after an Alzheimer’s Diagnosis
An Alzheimer’s diagnosis can be very emotional. It can hit you like a locomotive and... [Read more...]
