Blog

With No Close Family, Who Will Act as Your Financial or Medical Surrogate?

Recent numbers suggest why some individuals face a dilemma when naming a financial or medical surrogate during the estate planning process. According to data from the U.S. Census Bureau’s Current Population Survey, there are a couple of notewo… Read More
Read More

How the New Fiduciary Rule Might Affect Your Retirement Investments

You would expect that your financial adviser would recommend investments for you that are designed to serve your best interests and increase your wealth. You would certainly hope that your adviser wouldn’t put their own financial interests ahea… Read More
Read More
Categories: Estate Planning

The One Thing Parents of College-Bound Freshmen Forget

It’s June—graduation season! If you have a graduating senior, congratulations! Your spring has probably been a blur of parties and proms, and your summer will likely be a whirlwind of preparation for college: shopping to outfit dorm rooms, fi… Read More
Read More

Don't Let a Stranger Control Your Loved One's Estate!

It sounds unbelievable: mere weeks after your elderly parent passes away, while you’re still grieving, trying to clean out their home and sort through their possessions, you find that someone else has opened their estate in the probate court an… Read More
Read More

Don't Keep Your End-of-Life Wishes a Secret!

It’s almost hard to imagine, in a world that tweets every twinge of emotion and uploads images of every meal, that there are any secrets left. But, ironically, the very things people tend to keep close to the vest are the things that most need… Read More
Read More

When an Older Loved One Needs Help at Home

How do you know when an older loved one needs help at home? Sometimes we have bit of a blind spot when it comes to our parents or the people who raised us; when we were small, it seemed like they could do anything. But as we, and they, age, things ch… Read More
Read More
Categories: Elder Law

Joint Ownership of Real Property: Understanding Your Rights

If you own real property, such as a house or a vacation home, with someone else, who gets it if one of you dies? You might think the obvious answer would be “the surviving owner,” and you’d be right…but only under certain circ… Read More
Read More
Categories: Estate Planning

Should I Take Away My Older Parent's Car Keys?

It might start with a fender bender, or backing into a mailbox or garbage can: the kind of thing that could happen to anyone, and probably has. But then it happens again, and again shortly thereafter, and you begin to realize that these accidents are… Read More
Read More
Categories: Elder Law

Alzheimer's: Every Minute Counts

As elder law attorneys, we see a lot of clients and families who are concerned about Alzheimer’s. When a family member has Alzheimer’s, it can be all-consuming, between providing care for the patient, trying to care for one’s own fa… Read More
Read More

Three Tax Mistakes Retirees Should Avoid

Retirement should be a carefree time when you enjoy the fruits of your lifetime of labors. But if you make certain tax mistakes, your golden years could turn out to have a lot less gold in them. Learn about mistakes retirees commonly make, and how yo… Read More
Read More
Categories: Tax Planning

Contact Us

Call us at (888) PLAN-050 or fill out the form below to send us an email

Fill out our online form