How a Special Needs Trust Fits into Your Family’s Estate Plan Every family has its own circumstances, priorities, and hopes for the future. When a family includes a loved one with special needs, estate planning requires additional consideration to ensure that the...
Maybe you’ve started noticing small changes. Your mom asks you to come along to a doctor’s appointment. Your dad wants help sorting through paperwork he once handled on his own. Or family dinners have begun including conversations about where your parents...
When you or a loved one receives a serious health diagnosis, you may not necessarily have a fear of what could go wrong, but rather a shift in what you want to prioritize in your life. Whether that be the ways you spend your time or how you navigate your relationships...
Many families first begin thinking about Medicare and Medicaid after a serious diagnosis, a sudden fall, or a loved one’s unexpected move into a care facility. While it seems logical to assume Medicare will handle care costs, that assumption is actually one of...
Writing a will might be something that crossed your desk seemingly ages ago. You may have created a comprehensive plan for your assets, documented your medical wishes in a health care surrogate designation and living will, or appointed a durable power of attorney to...
