Transferring property to a child or other relative can be tricky business. Essentially, houses and other property are valuable assets, and if there is a chance you may be applying for Medicaid, some people think they can get around these penalties by selling their...
Deciding when it’s time to consider a memory care facility for a loved one with dementia is not easy. Not only is this an emotionally charged subject liable to trigger family conflict, but there is no single set of criteria available to guide your decision. Dementia...
Estate planning is a complex and nuanced process, and it’s easy to make mistakes when you don’t have professional guidance. Whether it’s a lack of communication with your executors and heirs, or failing to properly fund your trust, there are plenty of opportunities...
Most people know that a will is an important piece of the estate planning puzzle, but there are many misconceptions about trusts. Most people believe that trusts are reserved for the very wealthy. While it’s true that not everyone needs a trust, it is hardly limited...
Establishing an estate plan that clearly lays out your instructions for asset distribution is one of the greatest gifts you can give to the people you care about. Two of the most important ingredients to ensure your assets and loved ones are protected are wills and...
It is hard to believe that we are heading into our second winter season while still in the midst of a pandemic. At this point, Coronavirus has taken a toll on our finances, as well as our physical and mental health. Most people likely know someone who has been...
