Elder Law & Special Needs

Conservatorships vs. Powers of Attorney: Which Is Right for You?

You may need to manage the affairs of a loved one who no longer is able to make decisions. A power of attorney is a low-cost, straightforward way to do this, but your situation may require a conservatorship instead. Read more…

Estate Planning for Baby Boomers

As Depression-era parents pass away, you might start thinking about your own estate planning needs and desires. Regardless of your financial situation, estate plans can help smooth the transition for your family – and not having one can be a mistake. Read more…

Using a Living Will and Health Care Proxy to Determine Medical Care

While you are still able to, it’s important to make decisions on who will decide your medical and financial care should the unexpected arise and you are no longer able to do so yourself. Read more…

Will Your Heirs Mishandle Their Inheritance?

If you’re worried your heirs will mishandle their inheritance, setting up a trust could be a valuable tool. A trust can help ensure your assets benefit the people you love long after you pass on. Read more…

What Are Your Top Retirement Concerns?

Retirement can be a relaxing stage in life, but for some it comes with a whole new set of anxieties. Many seniors have concerns other than simply whether or not they will leave behind an inheritance. Read more…

The Importance of Long-Term Care Planning

According to experts, 63 percent of Americans age 65 and older will require long-term care at some point. It is crucial to plan for your health needs as you age, and unexpected complications can derail even a well thought out retirement plan. Read more…

Protect Your Loved One’s Government Benefits with a Special Needs Trust

If you’re a parent of a child with special needs, you probably worry over what could happen when you’re no longer here. A special needs trust can be a useful tool to take care of your child while still ensuring eligibility for government benefits. Read more…

ABLE Accounts Can Benefit Loved Ones with Special Needs

For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income (SSI), it can be a challenge to provide the most comfortable life possible for the family member, yet not jeopardize the person's eligibility for needed government benefits. Read more…

The Advantages of a Trust over a Will

Trusts and wills have the same essential function: passing your property to your heirs after your death. However, the differences in how the two documents operate should be carefully considered before choosing between them. Read more…

Procrastination

Everyone knows that estate planning is important, but most people never consider it urgent. Here's why you shouldn't procrastinate. Read more…


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