Let’s explore LTCI, its pros and cons, tips for selecting the right policy, and when and where to get it.

When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail.

When we hear the word legacy, we often think of money or assets left to loved ones or organizations that have been important to us.

Before agreeing to serve as trustee, it’s important to carefully consider the responsibilities involved.

For those who have spent years curating a collection of art, antiques, or rare items, passing it on requires more than just a simple clause

As the year draws to a close, it’s the perfect time to review your estate plan and ensure it aligns with your goals and reflects the latest

Preparing your child for college is a monumental milestone filled with excitement and planning.

The Social Security Administration (SSA) recently announced the 2025 Cost of Living Adjustment (COLA)

Some older adults are considering alternative ways to supplement their income without selling their home.

A Last Will and Testament is an essential legal document that allows you to accomplish a number of important goals. You can name your...

The development of several vaccines to help combat the spread of COVID-19 is welcome news. However, the remarkable speed with which these...

Although President Biden outlined his tax plan during the presidential campaign, conventional wisdom held that Republicans in the Senate...

Last time we looked at planning for blended families in general terms. Now let’s discuss some specific trusts that you might want to...

Planning for blended families can present unique challenges, in part because the interests of a current spouse and any mutual children...

Moving to a new home is stressful in and of itself. When the move involves a senior relocating to a nursing home or assisted living...

we advise all of our clients about the importance of creating advance directives and keeping them up to date. It is equally important to...

An Irrevocable Living Trust generally cannot be modified or terminated except under certain limited circumstances. It requires the...

Charitable giving, if done properly, is a representation of your values and can lower your taxes to maximize your generosity.

As an estate planning and elder law firm, we advise all of our clients about the importance of creating advance directives and keeping...

You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to...