At the time of this writing, COVID-19 is just taking off in the United States. Of particular concern to all of us is the safety of our elders and people with disabilities, who are likely more susceptible to developing more serious symptoms from the new virus....
Most older Americans do not want to leave their homes. A national survey by the AARP found 75% of people age 50 and above want to age in place – meaning remain in their house and a part of their community throughout their golden years. It makes sense. The home...
That the Trump administration has gutted federal environmental protections – such as by declining to enforce the Clean Air Act – is well known and widely reported in the media. Between 2016 and 2018, fine particulate pollution went up 5.5% – the...
Cognitive decline among older U.S. adults is increasingly a concern. According to the CDC, about 5.8 million Americans have Alzheimer’s disease and related dementia. That number is expected to balloon, and quickly. The agency predicts that by 2060, the number of...
Many of our clients have legal responsibility for the financial circumstances of adults with intellectual disabilities such as autism, Down syndrome, dementia or other medical conditions causing developmental disabilities or mental incapacity. These clients may wear...
As we get older, our love for certain causes or philanthropic groups often grows. It’s possible to turn this passion into a key piece of your estate plan, ensuring you leave a lasting impact in a space you care about. There are even ways to do this that can provide...
Managing finances has become a predominantly digital endeavor. We access our bank accounts through apps, check retirement accounts online, handle bills through autopay systems, save important records on hard drives and use third-party programs to move funds around....
Homeowners will likely, at some point during home ownership, discuss the future transfer of their property. When it comes to this form of estate planning, different options can have different consequences. The following will focus on some of the more common tax...
The divorce rate amongst those over the age of 50 is on the rise. This poses a unique set of issues, including the impact of the divorce on estate planning. Three specific ways divorce can impact estate planning considerations in these situations include: Contention....
Putting together an estate plan can help to reduce the risk of conflict when it comes time to manage a loved one’s estate. The creator’s plan can provide loved ones with guidance on the distribution of the assets within the estate.But what happens when...
