How Do Special Needs Trusts Work?

June 29, 2021

Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.

What is Special Needs Planning?

December 17, 2020

It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.

Can I Afford In-Home Elderly Care?

October 27, 2020

Amid headlines of COVID-19 infiltrating nursing homes and large senior care facilities, it’s understandable that many Americans would prefer to avoid assisted living environments as they grow older. However, the trend to age in place predates the pandemic. Remaining at home was the first choice for 76% of Americans age 50 and older, according to a 2018 AARP survey.

Your Estate Plan Needs to Be Customized

July 28, 2020

Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth, and sign. The document is filed away to be used if needed, but you really never expect it to be used.

Possible Pitfalls for Special Needs Planning

July 23, 2020

Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid, provide disabled individuals with a variety of life enhancing, and sometimes life sustaining, public benefits.

Record Keeper or Hoarder?

January 14, 2020

There’s a fine line between holding on to important financial and medical records … and hoarding.

Are You Prepared for Aging In Place?

November 27, 2019

‘Aging in place’ is what most of us want—to stay home in our comfortable environment as we age and receive care in the home when needed rather than moving to a nursing home or assisted living facility.

Special Needs Child Requires Care-Filled Planning

October 30, 2019

As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.

When Retirement Is Devoted to Elderly Parents

August 14, 2019

Americans’ longer life spans mean that more families are ‘aging together,’ as researchers call the trend.

When a Spouse Needs Nursing Home Care

May 31, 2019

Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and live in the same home they bought when they first got married.

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