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Blog Posts in 2023

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  • A Guide for Understanding Grantor-Retained Income Trusts
    A Guide for Understanding Grantor-Retained Income Trusts

    In wealth transfer and estate planning, some people seek strategies that preserve their assets, as well as provide financial benefits. One such strategy is the grantor-retained income trust (GRIT). ...

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  • Taking Care of Your Estate as Your Family Grows
    Taking Care of Your Estate as Your Family Grows

    Most young parents are not concerned about death or serious illness or injury. As unlikely as such a serious event is when we are young, it is a possibility. This is why we pay for medical insurance, ...

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  • The Development of a Plan for Special Needs Children
    The Development of a Plan for Special Needs Children

    In estate planning, special needs children require special consideration. You'll need to assess how your child will be able to function in the world as they age. There are many questions to answer, ...

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  • A Guide to Managing a Deceased Loved One’s Digital Footprint
    A Guide to Managing a Deceased Loved One’s Digital Footprint

    Adults rarely create wills, let alone estate plans that address their online profiles. As your online presence grows professionally and personally, taking charge of your digital assets and plans for ...

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  • Dementia Directives for Hand Feeding and Hydration
    Dementia Directives for Hand Feeding and Hydration

    Sadly, many of us have witnessed the slow and dehumanizing death of loved ones and friends suffering from Alzheimer's. In the final stages of this and other dementia diseases, there comes a time when ...

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  • Medicaid Waivers for In-Home Nursing Facility Care
    Medicaid Waivers for In-Home Nursing Facility Care

    Long-term care benefits may be available to you even if you do not meet Medicaid's income and asset requirements. If you currently demonstrate the need for nursing home facility services, you may meet ...

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