PLAN WITH PURPOSE.
PLAN WITH US.

What Does a Blended Family Need to Know about Finances?

Latest News

What Does a Blended Family Need to Know about Finances?

Family finances can be a big issue in any circumstances. It’s even more significant with blended families, where two sets of often well-established financial histories and philosophies try to merge into one. Kiplinger’s recent article entitled “Yours, Mine and Ours: A Checklist for Blended Family Finances” says that a blended family is one where people have remarried, either after […]

What Does a Blended Family Need to Know about Finances? Read More »

When Should I Revise My Will?

Just as your life changes, so should your will. You may need to replace a personal representative, update accounts, or adjust heirs. If you have an estate plan with greater wealth or need more complex arrangements, such as trusts or guardianship provisions, you should work with an experienced estate planning attorney, says US News’ March 2018 article entitled “4 Times

When Should I Revise My Will? Read More »

How Do Supplemental Needs Trusts Work?

Parents with disabled children worry about how their offspring will manage when parents are no longer able to care for them. Leaving money directly to a child receiving means-tested government benefits, like Social Security Supplemental Income or Medicaid, could make them ineligible for these programs, explains an article from Kiplinger titled “Estate Planning: A Special Trust for a Special

How Do Supplemental Needs Trusts Work? Read More »

What are Non-Traditional Options for Long-Term Care Insurance?

Paying for elder care remains one of the top concerns of an aging population. While there are now many non-traditional options for long-term care insurance, each comes with differing eligibility requirements, pros, and cons. If you have traditional long-term care insurance, you don’t receive a benefit from the coverage if you die without ever needing

What are Non-Traditional Options for Long-Term Care Insurance? Read More »

Understanding the Role of an Elder Law Attorney

Navigating Legal and Life Transitions with the Help of an Elder Law Attorney As we age—or help our loved ones age—our legal needs become more complex and deeply intertwined with personal concerns. Elder law attorneys provide more than just basic legal services. They help individuals and families manage issues related to health, finances, housing, and

Understanding the Role of an Elder Law Attorney Read More »

How Does My Inherited IRA Fit into Estate Planning?

The Secure Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law on Dec. 20, 2019 and includes many reforms that could make saving for retirement easier and more accessible for many Americans, says CNBC’s recent article entitled “Did you know inherited qualified retirement accounts must be liquidated in 10 years? If you didn’t, you are not

How Does My Inherited IRA Fit into Estate Planning? Read More »

Can I Avoid Disagreements in My Family about Mom’s Caregiving?

According to the “Caregiving in the U.S. 2020” report by AARP and the National Alliance for Caregiving, “about one in five caregivers report experiencing high financial strain as a result of providing care.” This is especially true for those involved in high-intensity caregiving for over 21 hours a week, who often deplete their savings and

Can I Avoid Disagreements in My Family about Mom’s Caregiving? Read More »