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Recent Blog Posts

Incapacity Planning

In many ways, planning for incapacity can be even more challenging than planning for end of life.  More so than contemplating death, it is difficult to think about a time when we are alive but unable to communicate our thoughts and wishes to our loved ones.  Unfortunately many people will become incapacitated before they pass […]

Estate Planning for Your Loved One with Dementia

Parkinson’s, Alzheimer’s and other diseases and disorders that cause dementia or memory loss are becoming more common among our aging adult population.  While any form of cognitive decline is devastating for everyone involved, dementia presents extraordinary concerns for the individual affected and his or her family when making healthcare decisions, drafting a will and managing […]

Estate Planning for New Parents

For many families, estate planning is one of the most overdue items on the to-do list.  This is not surprising; none of us like to think about the types of situations that would require the use of estate planning documents.  However, if you have recently welcomed a new baby into your family and haven’t yet […]

Estate Planning for Single Moms

There is no type of person or family situation that can justify not having an estate plan.  Every adult should at least have a will and a power of attorney.  However, there are some classifications of people who are in urgent need of creating an estate plan if they haven’t already done so.  This segment […]

Choosing a Caregiver: Gordon and Carol’s Story

Do you have an elderly parent or loved one that needs a caregiver but isn’t receptive to the idea?  These discussions are seldom easy and the course of action isn’t always clear.  Enlisting the help of a caregiver for your loved one as he or she ages is a responsible decision but it can be […]

Helpful Tips for Estate Executors

It’s certainly an honor and a privilege to be appointed as the Executor of someone’s will, but it is also a big responsibility and can be a lot of work.  Taking on the role of executor means that you will need to be organized, pay attention to detail and most importantly, you must have the […]

HIPAA: Protecting Your Personal Health Information

What is HIPAA? Personal health information is something that many of us want to keep private.  Since 1996, the national guidelines for medical data confidentiality established under the “Health Insurance Portability and Accountability Act” (HIPAA) have protected your personal medical information from being disclosed to others without your permission.   HIPAA also helps to keep […]

Special Needs Trust Fairness Act

Walter’s Story Walter relies on a wheelchair due to his physical disability but has full mental capacity and the ability to make his own financial decisions.  To ensure that he is protected financially, Walter wanted to set up a Special Needs Trust (SNT).  However, until recently, Walter was unable to do so because the law […]

Nursing Home Resident Rights

Evaluating and Selecting a Nursing Home There is no task more difficult than finding a nursing home for a spouse or parent.  Few people want to live in a nursing home but these institutions serve as a last resort when it becomes impossible to provide the necessary care at home.  When selecting a nursing home […]

Long-Term Care Planning

More than 70 percent of Americans over the age of 65 will require some kind of long-term care during their lifetime and 40 percent will require nursing home care.  Since most of us will need long-term care services in the future, it is a good idea to plan ahead and explore your long-term care options […]