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Keeping Your Estate Plan Flexible

Planning your bequests around specific assets, specifically assets that avoid probate by transferring on death, can present dilemmas both during your life and for your beneficiaries after your passing. A better alternative would be to create an estate plan that gives...

Signs of Elderly Depression

Depression is a serious condition that can often require treatment by a medical professional. It is not a condition that people can necessarily snap out of. Depression is also not just normal feelings of sadness. It is perfectly normal to be sad for up to a few days...

April is Parkinson’s Awareness Month

Parkinson’s disease is a chronic disorder that affects an individual’s movements. As a chronic condition, symptoms continue, and can worsen, over time. The cause of Parkinson’s disease has yet to be determined. While there is not yet a cure for the disease, treatments...

Avoiding Tax Fraud Schemes

The IRS recently released its list of “Dirty Dozen” tax scams to look out for this tax season. Of particular note to individuals are warnings about communications that purport to be from the IRS, but are actually from scam artists looking to steal personal...

Elder Planning for the Childless

Childless individuals and couples have unique planning concerns and circumstances that do not necessarily fit in with the typical estate plan. Without children, there is less of a need to preserve assets for future generations. Childless couples have increased...

Pitfalls of Medicaid Transfers

If you are considering the possibility of nursing home care in the near future, you may have heard of the concept of reducing your assets to qualify for Medicaid benefits. The process of reducing one’s assets to qualify for Medicaid carries significant risks that...