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Executive Order Helps Caregivers with Long-Term Care

Husband caregiving for his wife - Medicaid Myths

President Joe Biden on Tuesday signed an executive order in the Rose Garden that issues more than 50 directives across nearly every Cabinet-level agency in an effort to expand access to long-term care and childcare.

How Safe Are Your Aging Parents?

Three generations family - Estate Planning for Aging Parents

As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.

It Is Important to Update Your Estate Plan

Multigenerational Family on a couch. Grandparents may need assisted living.

Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?

Are There Less Restrictive Alternatives to Guardianship

Man with dementia may need less restrictive alternative to guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

Can You Gift Money on Your Deathbed?

Estate Taxes - Deathbed gift

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

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