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Antioxidants to Lower Dementia Risk?

October 15, 2022
Can eating the right foods help lower your risk of dementia? A recent study suggests that tantalizing possibility.
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What Assets are Not Part of an Estate?

October 13, 2022
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
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Medicaid Crisis Plans for LTC Costs

October 12, 2022
In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.
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Can Estate Planning Reduce Taxes?

October 11, 2022
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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Should I Use a Special Needs Trust?

October 10, 2022
A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.
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Seniors Second Marriages 101

October 8, 2022
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
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Is a Living Will the Same As a DNR?

October 5, 2022
Is there a difference between a "living will" and a "do not resuscitate" order?
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How to Find a Caregiver Support Group

October 4, 2022
If caring for a loved one leaves you frustrated and angry at times, that's normal — but you don't have to go it alone.
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Can You Leave an IRA to a Beneficiary?

October 1, 2022
Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
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What’s Involved In Being a Trustee?

September 30, 2022
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
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