Medicare and Medicaid have long been a mystery to many consumers. It can baffle and confuse even some of the smartest citizens. Like me, you might
The Potential Cost of Wedded Bliss
When people marry for the second, third, or fourth (or more) time, losing assets to pay for their new spouse’s serious illness is probably the last
How to Steer Clear of Probate Court
Many people have been told that it is important for people to “avoid probate.” However, just because people may have heard that term, doesn’t mean
The Senior Safe Act: Financial Protection for Elders
The Senior Safe Act, signed into law by President Trump in 2018, is designed to protect our elders from financial abuse from either within a family or
Holiday Wishes & Office Hours
We wish you and yours a happy and healthy holiday season, and we look forward to serving you in the New Year! As the holidays are approaching, we
Common Mistakes When Planning for a Disabled Family Member
There are 58 million Americans five years of age or older that are identified as special needs making them the largest single minority in this
Appropriate Documents For End-of-Life Care Decisions
You may think your living will is in order, including instructions regarding resuscitation commonly referred to as a DNR (do not resuscitate). While
Creative Financial Approaches to Long Term Care Services
Long term care insurance was sold aggressively in the 1980s and thereafter to offset the costs of seniors needing to live in a nursing home, assisted
An Opportunity to Say “Thank You”
As Thanksgiving approaches, we wanted to take a moment to say how thankful we are for our clients and colleagues and the confidence you have shown in