Alzheimer’s and Dementia: Signs, Symptoms, and Reducing Risk
Recent studies have concluded that nearly 1 in every 10 Americans over the age of 65 have some form of dementia, a number that grows to 1 in every 7 Americans by the age of 71....read more
The Good and the Bad of Beneficiary Designations
When you first buy a life insurance policy or open a retirement account, you will be given the option to name designated beneficiaries—meaning the people that would receive the money after you pass away....read more
Steps to Take After a Person Passes Away
When a loved one passes, on top of processing the emotions that come with the loss, the people closest to the person have practical things that must get done. We have compiled a list to help those who have lost a loved one know what to do and when....read more
What is Undue Influence?
As estate planning attorneys, one of the many things we watch out for when preparing Wills and similar documents is undue influence on the client....read more
Please think twice before you add your child (or anyone) to your home’s title!
Over the years we have heard many people ask about or say that they plan to add their son or daughter (or granddaughter, etc) as a co-owner on their home....read more
Don’t Let Your Will Gather Dust
Regularly review and update your estate and disability planning documents to ensure they reflect changes in your life, beneficiaries' circumstances, designated roles, and asset holdings, as well as to accommodate evolving needs and goals....read more
Marital Status Matters: Special Considerations for Unmarried Couples
The simplest and surest way to ensure that your significant other receives something is to sign a Will that makes your wishes clear....read more
Should I Create an LLC for my Small Business?
If you own your business as an individual and have not formed an entity such as an LLC or corporation, you are what’s called a sole proprietorship. Sole proprietorships have a few perks, but they also come with risks....read more
Medicare v. Medicaid: What’s the Difference?
There is often a lot of confusion regarding the differences between Medicare and Medicaid....read more
Scams Affecting Seniors: What You Need to Know
Scammers today are using modern technology to come up with more and more sophisticated scams....read more
An Update on ABLE Accounts
Let's take a deeper dive into what ABLE accounts are, how they can benefit certain individuals, and some relatively new regulations in order to clarify some rules regarding ABLE accounts....read more
Why TOD Deeds Are Not As Great As You Think
Many clients and potential clients come to us to discuss signing a TOD (Transfer on Death) deed....read more
The Rewards of Planning Early
“Planning is bringing the future into the present so that you can do something about it now.”...read more
The Latest in Testing and Treatments for Alzheimer’s Disease
The medical community continues to search for ways to relieve symptoms, test for early signs, and find a cure for Alzheimer's disease....read more
Reach Your New Year’s Resolution of Being More Active
Many people set resolutions around their health. And one of the key tenants to good health is physical activity....read more
How Seniors Can Take Steps to Deter Depression
Here are some suggestions on how seniors can deter depression....read more
10 Questions to Ask Your Aging Parent
Once you being having these conversations, though, your parent is more likely to feel at ease knowing that their wishes are understood....read more
The Perks of Having a POA
Here is a discussion of some of the best perks of utilizing this tool as part of an estate and disability plan....read more
Food for Thought for New Businesses
Here is a list of some of the legal aspects of a new business that need to be addressed but may slip through the cracks....read more
Ten Questions to Ask Yourself Before Attempting a Do It Yourself Will
Once I have a Will, do I know how and when to update it?...read more
Trusts for Special Needs Family Member
Many people with special needs children create the supplemental needs trust as part of their own revocable living trust or will....read more
Premarital Agreements: Why Every Second Marriage Should Have One
In the case of a subsequent marriage, if there are children from a prior marriage they are absolutely vital....read more
A Hospital ‘Go Bag’ Checklist
Your list of medications should be updated any time a medication or dosage is changed....read more
