Skip to content
Managing Family Wealth and Minimizing Taxes

Managing Family Wealth and Minimizing Taxes

For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents some challenges and opportunities…

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

Think about being ill and having to determine whether or not you can afford medical care. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity. About half of US adults have gone without or delayed medical care…

Trusts for Grantor-Retained Income

Trusts for Grantor-Retained Income

It is common for people to seek wealth transfer and estate planning strategies that not only preserve their assets but also benefit them financially during their lifetimes. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique…

Nursing Home Checklist: What to Ask to Protect Those You Love

Nursing Home Checklist: What to Ask to Protect Those You Love

A nursing home resident’s well-being depends on you advocating for them. Residents in nursing homes and other long-term care facilities are disproportionately affected by the flu, pneumonia, COVID 19, and other contagious diseases. According to the American Family Physician Journal,…

Dementia Directives for Hand Feeding and Hydration

Dementia Directives for Hand Feeding and Hydration

We have all witnessed friends and family members die slowly and dehumanizingly as a result of Alzheimer’s disease. In the final stages of this and other dementia diseases, there comes a time when your loved one can no longer speak,…

A Person Who Lives Alone Is at Greater Risk of Developing Dementia

A Person Who Lives Alone Is at Greater Risk of Developing Dementia

Increasingly, older Americans are aging in place. Nearly all older adults prefer to age in the comfort of their long-time homes and familiar community surroundings. Aging in place often means living alone. Pew Research findings show that older people are…

A Look at the Physical Challenges of Aging in Place

A Look at the Physical Challenges of Aging in Place

It is estimated that three out of four Americans over the age of 50 plan on aging in place according to AARP. These seniors are willing to employ alternative solutions to make it happen. The alternatives include home sharing (32%),…

What Are the Consequences of Disinheriting a Child?

What Are the Consequences of Disinheriting a Child?

When it comes to transferring property or money to their children, most parents prefer to treat their children equally. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One…

Back To Top