ALTCs
The Most Important Things Women Can Do to Age Well
Aging well requires a proactive approach to physical health, financial security and estate planning to ensure a stable and fulfilling future.
August 6, 2025
Elder Law
Elderly Parents Moving in with You
Bringing an aging parent into your home requires careful planning to balance their safety, comfort and your family’s needs.
August 4, 2025
Charitable Planning
Gifting Highly Appreciated Assets
Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.
August 1, 2025
Guardianship
How To Plan Ahead When Someone Needs Help Managing Their Affairs
Life doesn’t always unfold as expected, and there may come a time when a loved one becomes unable to handle their own financial or personal
July 30, 2025
Estate Planning
Does an Estate Plan Improve Retirement?
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
July 29, 2025
Estate Planning
Is Wife Responsible for Husband’s Debt after Death?
Few know the complex federal and state laws governing outstanding debts from a deceased spouse. Some may fall victim to paying bills that they are not legally responsible for.
July 27, 2025
Estate Planning
Warren Buffett has Estate Planning Opinions for Non-Billionaires
Though the word ‘estate’ is often associated with the upper class, an estate is anything that will be left to heirs after death.
July 25, 2025
Estate Planning
How to Address Cryptocurrency in Your Estate Plan
If you have cryptocurrency in your estate, you’ll need meticulous plans and clear instructions to ensure that beneficiaries don’t lose out after you’re gone.
July 21, 2025
Estate Planning
Obtaining Power of Attorney for Parents
Securing a power of attorney for your aging parents ensures that their financial and healthcare decisions are managed according to their wishes if they become unable to do so themselves.
July 18, 2025
Elder Law
Can I Transfer My Medicaid Benefits to Another State?
Medicaid coverage does not automatically transfer between states—relocating requires careful planning to avoid lapses in healthcare benefits.
July 16, 2025