Let's say that your friend Rose has created a trust and she would like you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for…
Nursing home evictions are an issue many elderly people face. Reports of evictions and complaints against nursing homes attempting to evict patients are widespread. Nursing homes are businesses, and eviction problems often occur for residents when financial issues arise. There…
In 2017, the U.S. Supreme Court unanimously sided with a 13-year-old Michigan girl with cerebral palsy who had been fighting with school officials for years over whether she could bring her service dog to school with her. At issue are…
The coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we can take steps to…
Millennials generally include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials' formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking…
There are fears that provisions in a coronavirus-related relief action by the US government could have severely curtailed the workforce in senior assisted living, independent living, memory care, and continuing care retirement communities provide a cautionary tale. The bill, HR…
Most of the time, there are day-to-day challenges that exist alongside the love and care a family member with special needs require. What some families don’t know is that there is a greater urgency to craft a solid financial and…
The press reports state that the Social Security Administration (SSA) just sent a proposal to the administration's Office of Management and Budget (OMB) that makes it harder for older workers to receive Social Security Disability Insurance (SSDI) benefits. After a…
Concerns about your memory or that of a loved one should never be taken lightly. There are many resources available through a simple internet search, and professional associations that provide education and guidance through a maze of questions you may…
One of the most common questions that we hear is: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?”…