Recent Blog Posts
529 Plans: Where to Begin
Do you know about 529 savings plans? A 529 Plan, named after Section 529 of the Internal Revenue Code, is a college savings plan that provides tax benefits to encourage contributions into the plan. There are two types of 529 Plans: Prepaid Tuition Plans and Education Savings Plans. With a Prepaid Tuition Plan, a… Read More »
Why Estate Planning Awareness Week Matters More than Ever During COVID
Did you know that October 16, 2020, marks the beginning of National Estate Planning Awareness Week? It is a week to highlight the importance of estate planning and its benefits for our economic future and health care decision-making. COVID-19 has brought many things to the forefront of our attention. Of those we should prioritize… Read More »
National Self-Care Awareness Month Tips for Spouse Caregivers
Taking care of another person, or caregiving, can be demanding, both physically and emotionally. Caregiving for a spouse can intensify the experience because of the changing roles, and maybe the relationship, for both individuals. If you are a caregiver to your spouse, do you think about ways to take care of yourself as well?… Read More »
Creating an Addiction Trust for a Loved One with Substance Abuse Issues
This September, during National Alcohol & Drug Addiction Recovery Month, we look to provide support to families whose loved ones are struggling with substance abuse issues or are in recovery. Do you have a family member with substance abuse issues? If so, you may have realized that planning for their future can be full… Read More »
Leaving Estate Assets to Charity Often Makes Financial Sense
While you cannot take money with you when it is all said and done, have you considered giving it away to help others? Whether that means giving to family members or a charity is up to an estate-holder, but giving to both could make financial sense. Few things can be as rewarding as charitable… Read More »
The Importance of a Living Will And How You Can Get One For Free
Sometimes, a loved one reaches a point of incapacitation in a terminal, end-stage condition. Unable to communicate critical health care decisions for himself or herself, family and friends may be left to guess at what he or she would have wanted. Have you heard of a living will? A living will gives you the… Read More »
Senior Safety: Tips for Staying Safe During Hurricane Season
Maintaining safety during hurricane season is of the utmost importance. Did you know that, as a senior, you are more vulnerable to injury, and the destruction of a major storm is an ever-present danger? To help you prepare and have some peace of mind as we weather the months of hurricane season, we will… Read More »
Four questions to ask your Aging Parent
Has the time arrived for you to have a serious talk with your parents about estate planning and related matters? The truth is, it can never be too early to have this critical conversation. Even though it may bring up tough subjects, such as aging, illness, and long-term care, the importance of addressing these… Read More »
Understanding the Three Stages of Alzheimer’s Disease
Alzheimer’s Disease is a type of brain disorder that degrades memory, thinking, and behavior. Symptoms typically develop slowly and progress until patients become incapable of taking care of themselves. Did you know that, while there is no known cure, understanding the three stages of the disease can help slow its detrimental impacts and improve… Read More »
Where Should Children in Co-Parenting Situations Shelter?
These days we are all in uncharted territory, and we are all doing our best to find our way through this strange, new world. We find this can be especially challenging for those families who are going through a divorce, or contemplating one in the future. We all realize now that some of us… Read More »
