How to Support a Child with Special Needs?

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s usually no expectation of the child becoming an independent adult, so careful planning is needed, as advised in the recent article “Financial Planning for Families with Disabilities” from Wealth Management. Many families neglect planning for their retirement, focusing all their resources on developing a plan for their disabled child. However, retirement and their child’s future need to be secured, which is where an estate planning attorney can help.
What Does an Elder Law Attorney Do?

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
National Elder Law Month Facts

Every year since 1963, the month of May has been dedicated to recognizing the lives and achievements of older adults. The National Academy of Elder Law Attorneys (NAELA) supports this annual proclamation by increasing awareness of their work for and on behalf of seniors.
Don’t Delay Updating Your Estate Plan

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.
The Ultimate Retirement Bucket List: A Prescription for Mental Health

A bucket list is not just a collection of dreams – it’s a prescription for mental well-being in retirement. By staying active, engaged, and focused on meaningful goals, older adults can cultivate a sense of purpose and fulfillment that carries them through their later years. What are you waiting for? Start making your ultimate retirement bucket list today.
Estate Planning Strategies Support Aging Parents

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
Estate Planning Checklist for 2024: A Comprehensive Guide

Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…
Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID

While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
How Do Special Needs Trusts Work?

Protect your adult children with disabilities using a special needs trust.
Is There More to Estate Planning Than Writing My Will?

One reason for having a will is to make sure your wishes are carried out. If you die “intestate” (without a will), your assets will be distributed by state law, not by your desires.