Keeping Control of Your Assets

It is important for those who have worked hard to stay in control of their assets for themselves and for the benefit of their families.  Maintaining control of your assets and letting trusted agents take over at the right time is an important aspect of planning and asset protection.  Putting a plan in place now […]

Kathryn Bowman Providing “Wealth Wisdom for Women”

Kathryn Bowman will be contributing to the “Elder Law and Elder Care Panel” at the April 2014 meeting of Morgan Stanley’s “Wealth Wisdom for Women” professional group. The meeting will be held on Wednesday, April 16th, 2014, from 12:00 PM to 1:00 PM at the Morgan Stanley Board Room, located at 700 Spring Forest Road, […]

Planning for a Debt-Free Retirement

Everyone should work toward being debt-free by the time they retire. Freedom from all outstanding monthly payments (mortgages, car loans, or real credit card debt) will help you live comfortably in retirement and make it less likely that you will run out of money—even if you live longer than expected. Most retirees who are debt […]

Planning Issues for Parents

Both single and married parents need to do basic planning to provide direction for their children in the event that tragedy strikes. They must decide who will care for their minor children if they can no longer do so themselves.  They must also determine who will manage their children’s money and property until they reach […]

Geriatric Care Management with Cheryl Theriault

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Cheryl Theriault, the manager and owner of Aging Family Services.  Aging Family Services is a geriatric care management company that assists the elderly, the disabled, and those with poor health. […]

Don’t Procrastinate with Your Legacy

Most of us procrastinate when it comes to life or death planning, and often we put things off until it’s too late—which puts a great burden on our loved ones to do what’s needed in a hurry and under great stress.  Putting plans in place now will make dealing with crises easier with when the […]

Funeral and Legacy Planning with Danny Beeson

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Danny Beeson, the Regional Vice President of Matthew 25 Planning.  Danny is a funeral director with ten years of experience in the funeral business. Everyone should make time for funeral […]

The Drop Dead Book with Melanie Mattingly

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Melanie Mattingly, the author of The Drop Dead Book; this tool allows you to organize your important documents in one easy-to-access place.  Melanie is the managing partner of Preferred Living […]

Top Five Asset Protection Myths & Mistakes

Clients frequently come to our office having heard myths about Medicaid and other public assistance programs for seniors needing long-term care.  If acted on, these myths can have disastrous consequences; you can lose potential benefits and/or you family will end up paying thousands of dollars in unnecessary taxes.  We also see clients making the same […]

Proactive Steps Towards Safety and Independence

Once you determine that a loved one is facing new limitations as a result of growing older, you should take proactive steps to keep them safe in their home and independent for as long as possible. Start by engaging in family discussions, seeking the advice of a geriatric care manager, and making sure that they […]