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  • About
  • Estate Planning
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Articles

How Changes to Portability of the Estate Tax Exemption May Impact You
IRS | Probate

How Changes to Portability of the Estate Tax Exemption May Impact You

The Internal Revenue Service has issued new guidance extending the time that executors have to elect portability.

Read More How Changes to Portability of the Estate Tax Exemption May Impact YouContinue

Start 2023 Prepared: Reassess What Matters Most
Estate Planning

Start 2023 Prepared: Reassess What Matters Most

If we have learned anything these past few years, it’s that life is fleeting. Amid such uncertain times, many of us have realized what – and who – truly means the most to us.

Read More Start 2023 Prepared: Reassess What Matters MostContinue

Medicare Will Now Cover Medically Necessary Dental Care
Medicare

Medicare Will Now Cover Medically Necessary Dental Care

In November 2022, the Centers for Medicare and Medicaid Services announced that Medicare coverage will be expanded to include medically necessary dental services.

Read More Medicare Will Now Cover Medically Necessary Dental CareContinue

What Is a Special Needs Trust?
Trusts | Estate Planning | Guardianship

What Is a Special Needs Trust?

Special needs trusts allow a disabled beneficiary to receive inheritances, gifts, lawsuit settlements, or other funds and yet not lose her eligibility for certain government programs. 

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Checklist: Choosing an Assisted Living Facility
Senior Living

Checklist: Choosing an Assisted Living Facility

Checklist of questions for assisted living and continuing care communities.

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Savings for Seniors: Lower Medicare Part B Premiums in 2023
Medicare | Senior Living

Savings for Seniors: Lower Medicare Part B Premiums in 2023

For the first time in more than 10 years, Medicare Part B enrollees will see some of their costs decline.

Read More Savings for Seniors: Lower Medicare Part B Premiums in 2023Continue

What's the Difference Between Alzheimer's and Dementia?
Senior Living

What's the Difference Between Alzheimer's and Dementia?

Although Alzheimer’s disease accounts for many dementia cases, other types of dementia are distinct from Alzheimer’s disease.

Read More What's the Difference Between Alzheimer's and Dementia?Continue

Resources for Caregivers of Older Adults with Dementia
Senior Living

Resources for Caregivers of Older Adults with Dementia

Although caring for people with dementia can be challenging, a variety of resources can help caregivers assist their loved ones.

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6 Possible Risk Factors for Dementia You May Not Expect
Elder Law | Guardianship | Long Term Care

6 Possible Risk Factors for Dementia You May Not Expect

Advanced age remains the main risk factor for developing dementia. Yet recent studies have uncovered several other potential risk factors for dementia and cognitive decline that you may not expect.

Read More 6 Possible Risk Factors for Dementia You May Not ExpectContinue

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