Property Distribution Planning

“Research concerning property distributions at death has shown that the distribution of personal effects is responsible for more family acrimony […]


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Planning Ahead

We speak a lot about how uncomfortable conversations regarding end of life can be. Oftentimes, people will even avoid creating […]


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Outside-the-Box Dementia Care

Did you know that the average cost of care for dementia patients in the community in the US ranges from […]


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The Facts About Required Minimum Distributions

Do you know the rules regarding required minimum distributions (RMDs)? In USA Today, a reader posed the question; Q: I’m […]


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The Ethical Will

Most people are familiar with documents like the “Last Will and Testament” and the “Living Will.” These are legally-binding documents […]


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New York State Estate Tax Law Modifications

As of April 1, 2015 modifications were made to the New York State Estate Tax Law. In brief, the estate […]


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The Caregiver’s Guide to Financial Planning in the Shadows of Dementia

We were recently informed about a resource that we believe will be helpful to many individuals who read our blog. […]


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Planning Ahead & Talking About It

Do you have a Will in place? Have you discussed your Will with your children? Do they know where they […]


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Rising Cost of Long-Term Care

Genworth has conducted a Cost of Care survey every year for the past 12 years. For 2015 it appears the […]


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Compiling Your Personal Records

Are your personal records organized? The National Law Review’s Estate Planning Update for February 2015 urges that you compile your […]


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