Monthly Archives: October 2011
Planning for Death Can Be a Celebration of Life
Halloween is the one day of the year when not only is it ok to think about death, it’s expected! So it seems like the perfect time to bring up the subject of funerals—specifically your own funeral. It has been … Continue reading
Good News for Retirement Savings in 2012
The past few years have been very hard on retirement savings. As if the devastating impact of the economic crash on retirement assets wasn’t enough, many people weren’t able to sock away nearly as much as they’d like during the … Continue reading
Do I Have to Spend All My Money on Nursing Home Care Before I Qualify for Medicaid?
Many of our clients want to make sure they will have Medicaid benefits if they need to move into a nursing home. Because Medicaid requires that its beneficiaries have very low assets, our clients often believe that they must spend … Continue reading
Entrepreneurs, Family Business, and Estate Planning
If you’re an entrepreneur, or a small or family business owner, you have more to lose if you don’t have an estate plan. An estate plan help you protect not only your family and your assets, but also the business … Continue reading
There’s No Excuse for No Nomination of Guardians
Children are a blessing… But being a parent is a difficult job! Most parents of young children already feel overwhelmed with the necessary day to day responsibilities, the last thing they want to do in their down time is think … Continue reading
Senior Citizens to Receive a Raise
There is good news today for senior citizens! According to this article in CNN Money, “Social Security recipients will receive a cost of living adjustment of 3.6% starting in January.” This will be the first “raise” recipients have seen in … Continue reading
Early Medicaid Planning Saves Money
Most people don’t like to think about the possibility that they may need to live in a nursing home one day. However, as we grow older nursing home care often becomes a reality. One of the most common ways to … Continue reading
When is the Best Time to Plan Your Estate?
The estate tax laws of the past few years have been so inconsistent that many people are still “waiting for things to even out” before they create (or update) an estate plan. This wait-and-see approach seems perfectly reasonable on the … Continue reading
How Can I Keep Parent Safe From Medical Errors?
It is always a scary time when a parent has to be hospitalized. According to the Aging Parents Authority, medical errors are the 8th leading cause of death in the country. Often, these errors are preventable. If you are a … Continue reading
Plan Ahead to Avoid Court-Ordered Conservatorship
Young adults are often urged to plan ahead and take control of their future; whether that means getting good grades and planning for college, searching for internships in their career area of interest, or saving money for the day when … Continue reading




