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  • About
  • Estate Planning
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Articles

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. 

Read More What Is a Special Needs Trust?Continue

Checklist: Choosing an Assisted Living Facility
Senior Living | Elder Law | Long Term Care

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.

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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.

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“The Forgotten Middle”: Seniors Facing Housing, Care Crisis
Medicare | Long Term Care | Medicaid

“The Forgotten Middle”: Seniors Facing Housing, Care Crisis

The number of seniors who have an income above the Medicaid threshold — but lack substantial personal savings to afford long-term care — is projected to grow by nearly 90 percent over the next decade.

Read More “The Forgotten Middle”: Seniors Facing Housing, Care CrisisContinue

What Are Survivor Benefits?
Estate Planning | Elder Law | Probate

What Are Survivor Benefits?

The Social Security Administration provides survivor benefits to the children and spouses of deceased individuals who qualify.

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If You Don’t Want an IRA Distribution, You Can Donate It to Charity
Elder Law | Estate Planning | IRS

If You Don’t Want an IRA Distribution, You Can Donate It to Charity

Not everyone needs their required minimum distributions from their retirement accounts to make ends meet. If you don’t need your distribution, one option is to donate it to charity and not pay taxes on it. 

Read More If You Don’t Want an IRA Distribution, You Can Donate It to CharityContinue

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