July 15, 2022 •
Estate Planning 
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Read MoreDecember 20, 2021 •
Estate Planning 
The presence of a pet can be reassuring, can provide comfort and can even deliver some important health benefits.
Read MoreOctober 20, 2021 •
Estate Planning 
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
Read MoreOctober 5, 2021 •
Estate Planning ![]()
As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
Read MoreSeptember 13, 2021 •
Estate Planning ![]()
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreJune 14, 2021 •
Estate Planning ![]()
The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.
Read MoreFebruary 18, 2021 •
Estate Planning ![]()
When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
Read MoreFebruary 11, 2021 •
Estate Planning ![]()
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
Read MoreNovember 19, 2020 •
Estate Planning ![]()
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
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