Please ensure Javascript is enabled for purposes of website accessibility

What You Should Know About the Gift Tax

The gift tax is a tax on the transfer of assets, cash or property, to another without receiving something of …

Read More

Considerations When Caring for an Aging Parent

It is essential to bring up a parent’s aging expectations and set goals together even though initial discussions may be …

Read More

The Differences Between Estate Planning and Elder Law

While everyone needs estate planning, elder law becomes more important as we get older. Estate Planning is for Everyone No …

Read More

Millennials are Apprehensive About Social Security

When the US federal government established its social insurance program on August 14, 1935, its purpose was to provide retirement, …

Read More

Will Medicare Cover Your Long Term Care?

Most people understand that by paying into Social Security throughout their careers, they can receive health care benefits through Medicare …

Read More

Saving Strategies for Aging Well

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your …

Read More

Hold a Family Caregiving Meeting to Plan for an Aging Loved One

A family caregiving meeting is an essential tool when dealing with the care of an aging loved one. These meetings …

Read More

How Will the Middle Class Pay for Long Term Care?

As we age, simple things we took for granted as kids become more difficult — and more expensive. That’s a …

Read More

Why Should Seniors Engage in Estate Planning?

When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number —19 …

Read More

What is Medicaid?

Medicaid is a federal and state funded program that provides long term care coverage to certain individuals who meet specific …

Read More

Get in touch with us today to get started with your FREE case review. We’re only a call, click, or short drive away.