4 Rules for Guilt-Free Photo Downsizing

If you’ve reached a point in your life where you’ve started to downsize, then you’ve likely grappled with the difficult task of getting rid of photos. After decades of life, how are you supposed to choose which memories are important enough to keep and which aren’t? These four rules can help make this daunting task… Read More »

Set Up for Success : Why Trusts Are So Important

Individuals and families often rely on wills to define the future of an estate. While the will is an important estate planning tool that works well, in some instances, it might not be the right document for your situation, as it can lack certain protections. A trust, on the other hand, can be set up… Read More »

Enjoying the Summer Sun

The past month has been incredibly busy as we work to get our office back up to speed. We’re all excited to be fully open once again and to return to having face-to-face meetings. Of course, we’re continuing to take all manner of precautions as we welcome people back into the office, as the health… Read More »

“Mistake Day” On Senior Law Radio (Your Mistakes, Not Mine. . .)

It was “Mistake Day” on Senior Law Radio!  On today’s show I covered many common mistakes people make relating to their estate plan (Will, Trust, etc.) and long-term care planning.  Topics are broad and include: Adding someone’s name to your deed (sometimes you’ll hear this referred to as a “quit claim deed”) Hybrid families (second… Read More »

A Memorial Day Tribute. . .

The story goes that an unnamed World War II soldier wrote a prayer to St. Peter on the wall of his hospital room. Singer Edwin McCain took that prayer and put it to music.  It is a beautiful tribute to all our fallen service members this Memorial Day. Let them love Peter, For they’ve had… Read More »

The Pros and Cons Of Buying a Home in a 55-Plus Community

Depending on your wants and needs, buying a home in a 55-plus community might be a financially savvy way to set yourself up for  retirement. But is it the right decision for you? Here are a few financial pros and cons associated with moving into one of these neighborhoods. Pro: The homes are in excellent… Read More »

Taking It One Day at a Time

In our community and around the country, countless people are adapting to a new way of doing things. Many people are now working from home, at least temporarily, or they may have been furloughed or laid off. Those who are already retired may find themselves with less to do. But no matter your situation, we’re… Read More »

States May Not Terminate Nursing Home Medicaid Benefits During The Pandemic

The Families First Coronavirus Response Act is a coronavirus relief package signed into law on March 18, 2020.  A provision in this new law prevents states from terminating Medicaid benefits during the pandemic. In particular, the relief package prevents states from terminating any Medicaid recipients who were enrolled in Medicaid on or after March 18,… Read More »