How Powerful is Your Power of Attorney? At our firm, we believe the Durable Power of Attorney is the most important document a person can have. When it comes to planning for your future, protecting your assets, and navigating potential long-term care needs, your Power of Attorney can either be your greatest tool or your […]
A Charity’s Guide to Navigating Gifts from Aging Donors Charitable giving is a cornerstone of a meaningful legacy, allowing donors to support the causes they care about deeply. However, for development officers and non-profit organizations, accepting gifts from older donors requires a heightened level of awareness and sensitivity. Understanding the legal issues surrounding a donor’s […]
A 10-Point Checklist for Hiring a Safe In-Home Caregiver “Keep me at home as long as you can!” This is the heartfelt plea of most seniors, and it’s a goal that families strive to honor. With the baby boomer generation aging, the need for in-home care is exploding. While hiring a caregiver can be the […]
An Alternative to Assisted Living: Is a Family Care Home Right for You? When a loved one can no longer live safely on their own, families are often faced with the difficult decision of choosing a long-term care facility. While large assisted living communities are a well-known option, a more intimate and personal alternative exists […]
The Shocking Cost of Assisted Living: A Wake-Up Call for Families For many families, an assisted living facility provides the perfect balance of independence and support for an aging loved one. What often comes as a shock, however, is the significant cost. While old industry surveys from a decade ago showed concerning numbers, the financial […]
The Holiday Visit: When to Discuss Long-Term Care with Aging Parents The holiday season is a wonderful time for families to gather, but for adult children who live far away, these visits are often the first time they notice significant changes in their aging parents. While you’re enjoying your time together, it’s also a crucial […]
The Essential Document Checklist for Your Estate Plan When a crisis hits, the last thing your family should be doing is going on a scavenger hunt for your important papers. One of the most practical and compassionate things you can do for your loved ones is to gather and organize all of your essential documents […]
The Top 8 Medicaid Mistakes (and How to Avoid Them) The process of qualifying for Medicaid to pay for long-term care is notoriously tricky and confusing. For families in a crisis, it’s a high-stakes journey where a single misstep can cost tens of thousands of dollars. Below, we outline the eight most common and costly […]
If you own a corporation or LLC, Google “Corporate Transparency Act” and file your report before the end of the year. Don’t be fined $500.00 per day for failing to file.