Consultation Request – Thank You2023-10-29T17:40:00-04:00

Retirees: Deduct Your Long-Term Care Insurance Premium

Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason to use it. Regardless of what the future holds, there's one silver lining of which you may not be aware. [...]

Medicaid Planning Protects Your Home

Your most valuable property may be your home, which is true for many people. You likely want your children to inherit that value when you pass away. However, you may also have concerns about planning for the future, especially if your health declines and you need expensive [...]

Who Gets Copies of the Will After a Person Dies?

Many movies and television shows feature a scene where family members gather after a relative has died to listen to the reading of the will. While this makes for a dramatic scene, it is one that may have been more [...]

Are You a Family Caregiver? New Bill Seeks to Lower Costs

Recently proposed legislation seeks to offer financial relief for unpaid family caregivers. Introduced in November 2023, the Lowering Costs for Caregivers Act of 2023 is the result of a bipartisan effort to lessen the costs of family caregiving. The American Association of Retired [...]

How the Housing Crisis Affects Older Adults

Americans are not only living longer, but the number of people aged 65 and older is also growing. It’s a trend that will continue over the next decade. Longevity among seniors raises major questions, including how aging people will be [...]

Estate Planning: Should I Divide My Assets Equally?

Your heirs may not see eye to eye on family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify when you die. Underlying issues can bubble to the surface, creating tensions over your estate and possibly tearing your [...]

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