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Nursing Home Residents Protected by New State Laws

The 2021 fall / winter flu season may bring more resurgent cases of COVID-19 on the heels of the summer Delta, Mu and Omicron variants. Nursing home implementations of CMS protocols for resident visitation are becoming broader as lessons of…

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Prepare With Your Parents in Advance for Their Future

Plan Ahead. Don’t Wait, for an Emergency. That sounds like something your mother might say, right? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But…

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Understanding Why You Might Need Probate

Although probate sounds expensive and complex, it is a standard legal procedure which formalizes how some assets pass from decedents to the heirs or beneficiaries of their choice. Whether or not you require probate depends on the type of property…

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Five Estate Planning Mistakes People Make

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

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planning for disabled

What You Need to Know About Special Needs Planning

Enabling the Disabled Let’s take a look at planning for disabled people so they can live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to…

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communicating estate plan to family

Discussing Your Estate Plans With Family

A comprehensive estate plan is vital to achieve a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…

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