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Articles

OBBB Medicaid Impacts

The One Big Beautiful Bill and Medicaid: Part Four – The Good News

This marks the final article of my 4-part series about OBBB Medicaid impacts. In this piece, I focus on ABLE (Achieving a Better Life Experience)…


Part 2: Prepare for the Harsh Realities of the One Big Beautiful Bill (OBBB)

If you are like many of our clients, you want and need to protect your Medicaid benefits. Ensuring that protection takes knowledge and proactivity when…


long-term care costs are expensive

Ask the expert: Is Long-Term Care Expensive?

Have You Ever Considered How Much Long-Term Care Costs? Long-term care costs don’t just include nursing homes, it’s about protecting your future. Whether you or…


importance of elder law

Understanding the Importance of Elder Law

Ever Wonder About the Importance of Elder Law? As we age, navigating legal matters can become increasingly complex. Elder law is a specialized area of…


The Benefits of a Charitable Remainder Trust for Tax Savings

A Charitable Remainder Trust (CRT) is a powerful tool that allows you to make a charitable donation while enjoying significant tax benefits during your lifetime….


life purpose

How Volunteering Can Add Joy & Life Purpose

Many of Us Spend Much Time Searching for Our Life Purpose As we journey through different stages of life, especially in retirement or after major…


a will isn't enough

Why a Will Isn’t Enough When Facing a Progressive Illness

A will is critical to have but sometimes a will isn’t enough. A will isn’t enough if there are other factors to consider as we…


estate inventory

How to Conduct an Estate Inventory in 5 Steps

Creating an estate inventory is an essential part of estate planning. An estate inventory helps ensure your assets are distributed according to your wishes, reduces…


adopting a pet in your golden years

Adopting a Pet in Your Golden Years

Adopting a pet in your golden years can bring joy, companionship, and many health benefits. However, in your golden years, it’s important to consider a…


elder caregiving

Elder Caregiving, Capacity, and Control: What Families Need to Know Now

Elder caregiving – or caregiving of those with functional needs – is a subject we don’t love discussing but should do anyway. Current statistics indicate…


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