For many individuals, their most valuable asset is their home, and ensuring that its value passes on to their children upon their passing is of utmost
Spotting Indicators of Elder Financial Fraud and Abuse
The National Council on Aging (NCOA) reports that cases of elder financial fraud and abuse in the United States result in annual losses of money and
Paying for Long-Term Care with Annuities
More Americans are retiring, and long-term care services like assisted living, nursing homes, and in-home care are becoming more expensive. The cost
Tax Planning and Family Wealth
In order to maximize wealth preservation and minimize tax liabilities, high-net-worth families utilize a variety of legal strategies. However, tax
Medical Billing: How to Avoid Unwelcome Surprises
Medical emergencies can be stressful enough, but when massive bills arrive despite your insurance, the pain can intensify. For example, suppose that
Estate Planning for Non-Traditional Families
The practice of estate planning is evolving as family structures continue to change. As recently as thirty years ago, a traditional family consisted