Recent Blog Posts
The More You Know: Reverse Mortgages & Estate Planning
You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not need to pay… Read More »
4 Common Power of Attorney Myths
A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make non-medical decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have the… Read More »
Silver Alert: What It Is, When It’s Used, and How to Avoid Needing It
Individuals who suffer from Alzheimer’s disease and other forms of dementia are prone to wandering. This is often caused by the decline in cognitive functioning and symptoms such as restlessness and confusion that are associated with this decline. The more these diseases progress, the more likely it is that the senior will wander. This… Read More »
Tips for Discussing Medical and Financial Issues with Your Aging Parents
Your parents are getting on in age, but you don’t have a clear idea if there is a plan in place for their care. It is a difficult topic to broach; no one wants to talk about death and the financial realities that come with aging. Instead of having a proactive conversation with your… Read More »
3 Practical Considerations When Your Special Needs Child Turns 18
Having a special needs child has many challenges. One of the toughest challenges faced by many parents is knowing how to provide the best care when your special needs child turns 18. There are many areas that need consideration when planning for the transition of a special needs child to adulthood. Let’s take a… Read More »
Do I Need to Buy Long-Term Care Insurance?
Long-term care insurance is very beneficial for the elderly or disabled person who will need services or support to meet their personal care or health needs. However, it is important to understand long-term care insurance before the time comes when the benefits are needed. Unfortunately, many people wait and then miss out on what… Read More »
Your Fall Legal Affairs Checklist
Now that Labor Day, the unofficial end of summer, has come and gone and the summer of 2018 is in your rear-view mirror, it’s an excellent time to review the state of your affairs. To help you do so, below is a legal affairs checklist to ensure your planning is up-to- date and meets… Read More »
How to Choose the Right Nursing Home for Mom or Dad
Figuring out how to choose the right nursing home for your mom, dad or other loved one can be overwhelming. It is an important decision, and should be carefully considered. It’s important for families to take the time to explore nursing home options and to carefully assess the nursing home facilities in order to… Read More »
3 Tips for Talking About End-of-Life Planning
No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families when it comes to end-of-life planning. As… Read More »
New Homeowner Checklist: 3 Things To Do ASAP!
Congratulations on the purchase of your new home! Whether this is your first home or an upgrade/downsize, the purchasing of a home is a big event in your life. When these major life changes occur, it is important that you are properly prepared. To get you started, we have put together a brief new… Read More »
