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Educational Articles

Estate Planning for Everyone

Sep 16, 2021
It is fairly typical for young adults, even those with professional careers aged thirty or more, to believe they are too young to concern themselves with estate planning. Young adults...

Understanding Probate

Sep 9, 2021
Probate court is the legal process of validating a person’s will and ensuring an executor handles the decedent’s assets, debts, and final tax filings by law and according to the...

Cryptocurrency in Your Estate Plan

Sep 2, 2021
The popularity of cryptocurrency is increasing exponentially, and Florida Today reports as many as 46 million Americans own the most popular and well-known crypto asset, Bitcoin. Bitcoin was created in...

Addressing Elder Abuse in Senior Living Facilities

Aug 26, 2021
It is imperative that you stay attuned to the signs of abuse to your loved one if you have an elderly family member or friend living in an assisted living...

Discerning Medicare and Medicaid

Aug 19, 2021
For those who work in healthcare, you may recognize the acronym LASA, which stands for “look-alike-sound-alike” and is usually seen when referencing medications. When it comes to federal programs, Medicaid,...

How Families are Impacted from Alzheimer’s Expenses

Aug 12, 2021
When politicians and policymakers consider the costs of dementias like Alzheimer’s disease, they consider both direct and indirect costs. Direct costs, in this instance, are the medical and social/non-medical care...

When Do You Need a Trust?

Aug 5, 2021
We hear this question all the time. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For...

The LGBTQ+ Community and Estate Planning

Jul 29, 2021
For the LBGTQ+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to permit your partner to make decisions...

Your Job as a Trustee

Jul 15, 2021
Your friend Rachel has decided she wants you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rachel’s property for...

How Powerful is Your Power of Attorney?

Jul 8, 2021
A durable “power of attorney” (POA) document is essential, if there ever comes a time when you or your elder become unable to manage your finances or make health-care decisions....