I am a single retired parent to an adult daughter, who is an only child. The home I currently...
Category - Previous Posts
Is an Irrevocable Trust a Good Idea?
Like a lot of estate planning vehicles, irrevocable trusts work very well for some...
Can I Recognize Signs of Dementia?
Many families have experienced the rollercoaster of emotions watching a loved one slowly start to...
How Does a Charitable Trust Work?
While direct giving has an immediate impact, some individuals may be considering charitable...
Paying Taxes When Selling an Inherited Vacation House
While it may seem great to inherit a vacation house, in actuality it may not be practical to keep...
Using Life Insurance as Part of Your Estate Plan
Life insurance can play a few key roles in an estate plan, depending on your age and situation in...
Who Should Purchase Long-Term Care Insurance?
Buying long-term care insurance is one way to protect against the high cost of long-term care...
Can You Visit Nursing Home Residents After They are Vaccinated?
Can you visit nursing home residents after they are vaccinated?Ā Once your loved one has had both...
Is Probate Required If There Is a Surviving Spouse?
A common misconception is that you do not have to probate a will when your spouse dies.
How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest...