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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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senior loved one live with you

Should My Senior Loved One Live With Me?

While aging in place is increasing in popularity, it is concerning when an older loved one is having trouble living safely at home. Troublesome signs like a dirty home in poor repair, unpaid bills, piles of mail, and food out…

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estate plan wealth transfer

Preserving Wealth and Your Estate Plan

Careful planning is vital if you wish to protect your inheritable legacy so that its aggregate will exist for future generations. There are always generational differences of opinion as to how best to live and behave in the world. Millennials…

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What Is Probate and How To Avoid It

While a variety of family circumstances can increase the risk of intra-family litigation, there are two main reasons. The first is when families disagree with how to handle a mentally incapacitated family member. The other is when, after death, disagreements…

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Inheritances and Medicaid: Handle with Care

Costly mistakes are often made when it comes to inheritances and Medicaid. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully to minimize expensive penalties. What…

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care planning

Preparation is Pivotal When Caring for an Aging Loved One

When providing care for an aging parent, preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide those services, or have worries about legal documents or how…

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estate plan vacation home

Keeping Your Vacation Home in the Family

Spending time with loved ones and making memories in a family vacation home is the joy of such properties. Usually there is a desire to preserve the home's ownership within the family system for generations to come. Yet, even seemingly…

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A Guide for Understanding the Probate Process

Probate is the legal process of handling the estate of someone who has passed, where an executor assists in the distribution of the assets, clearing any debts, and finalizing any taxes owed in accordance with the will. To begin probate, a…

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