6 Key Indicators That It’s Time to Update Your Estate Plan Before Year-End

6 Key Indicators That It’s Time to Update Your Estate Plan Before Year-End

As the year steadily approaches its conclusion, it is a crucial period for reflection, not just on the events of the past months but also on the future, particularly regarding estate planning. The end of the year is an opportune moment to pause and consider the adequacy of your existing estate plan.  An estate plan is a living document and, as such, it should evolve with your life’s journey. It is a key planning tool that safeguards...
Navigating Holiday Gifting to Loved Ones in Light of a Potential Need for Medicaid

Navigating Holiday Gifting to Loved Ones in Light of a Potential Need for Medicaid

The holiday season is a time of warmth, celebration, and the joy of giving, particularly cherished by elders who delight in sharing gifts with their loved ones. It is a season where the act of giving, especially to children and grandchildren, becomes a symbol of love and family tradition.  Many senior adults find great satisfaction in the act of giving, feeling fulfilled by the abundance they can share and the happiness it brings to their...
How to Discuss Estate Planning with Senior Relatives over the Holidays

How to Discuss Estate Planning with Senior Relatives over the Holidays

Do you anticipate this time of year and look forward to spending the holidays with your family? Does decorating, cooking, and shopping in anticipation of having visitors over to your home delight you? Do you use the holidays as an opportunity to sit down and visit your senior relatives whom you have not seen for some time? Are you noticing that they are becoming more fragile and less able to take care of themselves as they age? With these...
9 Helpful Tips for Aiding a Loved One with Alzheimer’s Disease

9 Helpful Tips for Aiding a Loved One with Alzheimer’s Disease

Do you have a loved one who was recently diagnosed with Alzheimer’s disease? We know that this is a challenging time both for your loved one and you. Do you know exactly what Alzheimer’s is and what it may mean for your loved one?  Alzheimer’s disease is a type of dementia that can cause problems with memory, thinking, cognition, and behavior. Symptoms usually, but not always, develop slowly and worsen over time.  The end-stages of the disease...
How to Choose the Right Fiduciary for Your Estate Plan

How to Choose the Right Fiduciary for Your Estate Plan

In thinking about your estate plan, what is one of the key components you should consider? Be aware, your estate includes your wealth, like your home, bank accounts and investments, your health and all your plans you have for your legacy. Even if you create the best possible estate plan with your attorney, your plan may fail if you do not have the right fiduciary, who is a key component of your estate, in place. What does a fiduciary do? The...