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When discussing estate planning with our clients, we always explain the need to prepare for the possibility of requiring long-term care, and the daunting costs of such care.  As Americans are living longer, more and more of us are spending a signif… Read More

Adult children with elderly parents often report to our firm that their concerns about their parents significantly increased following an accident at home. After a trip to the emergency room and sometimes also a short-term rehabilitation center, chil… Read More

Many of our small business owner clients enjoy having their children or other family members work with them in the business, and their “exit plan” relies heavily on transferring responsibility for running the business to those family members.  F… Read More

Quite often when counseling clients we must stress the importance of documenting things in writing.  One of the planning contexts where that is crucial is in the area of Medicaid eligibility.  Specifically, while it usually fairly straightforward t… Read More

When it comes to estate planning, everybody wants a Will.  Many people believe that good estate planning begins and ends with having a Will and they think once they have a Will, all their estate planning problems have been solved.  But unfortunatel… Read More

As a long-time spouse, taking on the role of caregiver can be an extremely difficult process that many couples simply do not foresee. Journalist Tara Bahrampour highlighted the conversations held among families about future long-term care steps in he… Read More

February is National Caregivers Month. One task that can be daunting for family caregivers is identifying the assisted living community that best fits their loved one’s unique needs. It is important for caregivers to be able to identify the differe… Read More

Aging-in-place is a relatively new phrase used to describe something which has been very desirable to millions of Americans. The goal of aging-in-place is to remain in your chosen home, safely, for as long as possible. As we age and our physical and… Read More