The struggles of approaching changes to routine functions are difficult for anyone, but with a loved one who has Alzheimer’s, the encounter can also become a sensitive area of discussion. There can be many day-to-day adjustments for people with Alzheimer’s and driving skills is just one of those sensitive areas that may need to be addressed […]
Common Estate Planning Mistake #15: Using the wrong assets to fund charitable gifts and bequests
Making charitable gifts or bequests to religious or other non-profit organizations is a generous gesture and an excellent way of making a difference. But, there can be a right way to do it and a not so right way to do it, in terms of getting the most of your donation while still preserving your assets. In this […]
Asset Preservation Planning and Adult Special Needs Children
Parents with adult special needs children may have put a plan in place to make sure their special needs children are taken care of after they pass away, but they may not have addressed the critical question: “Is there going to be any money left to provide for my adult special needs child after I […]
Health Costs May Gobble Up Social Security Benefits
There is a trend forming, small increases in social security and larger increases in healthcare costs, that really threatens the retirement security of people who are relying only on social security as a source of income and support in retirement years. In 2017, Social Security benefits will be increasing by 0.7 percent, however, we are […]
Common Estate Planning Mistake #14: Failing to account for the possibility of outliving your named beneficiaries
We see a lot of situations in which people who are developing an Estate Plan have the idea, “Okay, I want it to go to my children in equal shares.” This sounds like a simple, reasonable and fair request. But, potential problems can arise when they haven’t addressed, “Well, what happens if you outlive one of […]
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