How different is elder law from estate planning, really? Estate planning, in part, deals with helping clients plan for disability, minimize taxes at their death, and to help their estate pass to their desired beneficiaries under conditions set by the client. Estate planning can also involve asset protection, retirement planning, and business succession planning.Read More

Everyone enjoys the warm and magical feeling that comes with new love. People of all ages hope to experience the delights of finding someone to share their life with. For elder clients though, many have already spent many years with someone for which they cared deeply. For this group especially, finding someone new to spend...Read More

Decanting is the act of pouring assets from one trust into a different trust with more desirable terms. While a revocable trust can be amended freely while the grantor is alive, an irrevocable trust has more restrictions. To be sure, a trust protector would be the first line of defense when a problem arises. If...Read More

It is November and the kickoff to National Alzheimer’s Disease Awareness Month!  According to the Alzheimer’s Association, roughly 5.7 million Americans are living with Alzheimer’s Disease.  Every 65 seconds, someone develops this challenging disease.  Let’s take a look at some recent breakthroughs and news that offers hope to those diagnosed with Alzheimer’s, their families, and...Read More