Do-It-Yourself Estate Planning: Think Twice
There is a question we hear all the time: “Can’t I just get a will off the internet, do a transfer-on-death deed for my land, and put my kids on my bank account?” It’s just not a good idea. For…
Is It a Good Idea to Take Your Social Security Benefits Early if You Have Just Been Laid Off?
In addition to becoming infected with COVID-19, the Coronavirus pandemic poses other risks for Americans. If you are close to retirement age and recently lost your job, there is a good chance you may not find work again. The Great…
The 5 Things Every Estate Plan Must Contain
Having an estate plan is an essential part of life for all ages, but the need grows stronger as you age. Many people avoid estate planning because they do not want to think about the end of life, failing health,…
The Rise in Continuing Care at Home
In the past, it was common for extended family to live close to one another, providing support and care for family members. Now many families live far out of reach from the daily lives of their elderly parents save for…
A Comprehensive Estate Plan Can Give You a Peace of Mind in These Uncertain Times
The future is a big unknown for everyone. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not, and whatever happens will likely affect all deaths…
Alzheimer’s Patients and Memory Care Living
Approximately two-thirds of all diagnosed cases of dementia are suffering from Alzheimer's disease according to reports published by The National Institute of Health (NIH) Library of Medicine. Alzheimer’s is also one of the most expensive diseases to treat and often…
Reassessment of an Estate Plan Is Necessary Following the Death of a Spouse
The passing of a spouse is not only a very emotional challenge but can be financially difficult as well. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a…
Add a Personal Property Memorandum to Your Will or Trust
When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like a coffee mug, a piece of jewelry, or a painting. These types of arguments can be eliminated by…
Millennials and Their Misconceptions About Social Security Benefits
The original purpose of the social insurance program in 1935 was to provide Americans with a disability, retirement, and survivors’ benefits. Since that time, in part due to the disappearance of extended family networks, an increase in population, and a…
New Law Enacted – Autism Cares Act
Over the past ten years, significant resources have been committed to researching Autism Spectrum Disorder, also known as ASD. The Combating Autism Act became law in 2006, was reauthorized in 2011, then again reauthorized and renamed to Autism CARES Act…