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The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...
“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress for many seniors and their families. The application process is one of the biggest hurdles that families face, and with regulations varying by state and circumstances,...
The number of seniors is growing. In 2010, one-sixth of the adult U.S. population was older than 65; by 2030, about one-fourth will be. The problem is that the resources to help seniors stay at home are shrinking. Many seniors are finding that their boomer children...
One of the best things you can do right now for you and your family is get legal, financial and care plans in place. Doing so allows you to participate in making decisions and ensures your family won’t be forced to make them for you in a crisis situation. We serve...