Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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What Are Continuing Care Retirement Communities?
Uncategorized

April 28, 2020

What Are Continuing Care Retirement Communities?

Life plan communities, often referred to as continuing care retirement communities (CCRCs), are an increasingly popular choice of aging Americans. The...

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Flaws Found in the Cost-of-Living Adjustment
Elder Law

April 21, 2020

Flaws Found in the Cost-of-Living Adjustment

A non-partisan advocacy group called The Senior Citizens League (TSCL) has a new analysis that asserts the federal government measuring tool to calcul...

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Aging Well While Saving Money
Long-Term Care Planning

April 14, 2020

Aging Well While Saving Money

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your aging experience but can also be dis...

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How Today’s Seniors Can Stay Mentally Sharp
Uncategorized

April 7, 2020

How Today’s Seniors Can Stay Mentally Sharp

Age comes with wisdom. Unfortunately, it also comes with some forgetfulness. Fortunately, there are things you can do to keep the brain sharp, small d...

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Financial Planning for Millennials
Estate Planning

March 31, 2020

Financial Planning for Millennials

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millenn...

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Speaking with Children About Their Inheritance
Elder Law

March 24, 2020

Speaking with Children About Their Inheritance

Many parents are uncomfortable talking to their kids about their wealth. Talking about how much money or property you have is usually viewed as taboo....

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Inheritance: A Good or Bad Thing?
Estate Planning

March 16, 2020

Inheritance: A Good or Bad Thing?

Say your spouse is living in a nursing home because of advanced Parkinson’s. Your spouse is currently receiving Medicaid benefits to pay for the high ...

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What Researchers Are Learning About Parkinson’s Disease
Elder Law

March 10, 2020

What Researchers Are Learning About Parkinson’s Disease

Parkinson’s disease is a neurodegenerative disorder that causes a progression of symptoms including body tremors, limb rigidity, Bradykinesia (slow mo...

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How Blended Families Should Go About Estate Planning
Estate Planning

March 3, 2020

How Blended Families Should Go About Estate Planning

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended fa...

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