Blog

Apr 25, 20226 min read

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

Oct 9, 20213 min read

Money Talk: How Much Will You Share With Your Kids (and When)

In many families, money is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when...

Aug 28, 20214 min read

The Unexpected Costs of Caring for Elderly Parents In Your Home

Multi-generational households are becoming the new (or maybe it is really old) in vogue way to handle the care of aging parents. And we...

Aug 21, 20215 min read

What You Should Know About Long-Term Care Insurance

With people living longer than ever before, an increasing number of seniors require long-term healthcare services in nursing homes and...

Aug 14, 20215 min read

Do not Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2

In the first part of this series, we discussed the early warning signs of diminished financial capacity in the elderly. Here, we will...

Aug 7, 20214 min read

Do not Let Diminished Financial Capacity Put Your Elderly Loved Ones at Risk—Part 1

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation...