Latest Articles

Three Back to College Tips (For Parents and Grandparents)

Aug 27, 2019

Few things make the heart swell with pride like the sight of a child or grandchild walking acr...

What Is Sundowner’s Syndrome?

Aug 16, 2019

You may have heard the term "sundowning" or "sundowner's syndrome" in connection with patients who h...

The Top Four Money Mistakes College Students Make (And How to Avoid Them)

Aug 07, 2019

College is a time of learning and exploration—and traditionally, living on very little money. That...

Top Three Things You Can Do to Protect Your Unmarried Partner

Jul 30, 2019

Plenty of people live together in committed relationships without getting married. The reasons vary ...

Ten Considerations When Choosing a Guardian for Your Children

Jul 26, 2019

Like many people, you may be considering updating your estate plan in order to provide security fo...

Are “sole Benefit” Trusts Countable Assets For Medicaid?

Jul 18, 2019

Having to put a spouse in a nursing home can be devastating enough. Worrying about whether you will ...

The Top Ten Scams Targeting Seniors In 2019

Jun 27, 2019

Older adults have always been a popular target for con artists and scammers. They tend to be well-ma...

Five Really Major Dangers of Required Minimum Distributions

Jun 18, 2019

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required...

The Medicaid Child Caretaker Exception

Jun 10, 2019

As you age, there’s an increasing chance that you may need long-term care in a nursing home or oth...

Should You Convert Your IRA to a Roth?

May 28, 2019

Prior to 2010, only taxpayers with an adjusted gross income (AGI) of less than $100,000 had the abil...