Two essential legal documents address concerns as people age: a financial power of attorney and a health care proxy.
More seniors are living alone than ever before. But limits can surface with age as physical and cognitive decline set in.
Selecting a trustee is one of the most consequential decisions in estate planning, and so is the decisions to fire a trustee.
A revocable living trust can address challenges that arise both after death and during life, including incapacity.
When a loved one dies, grief may compounded by the troubling discovery that they have been excluded from the probate process.
If there’s one word that best summarizes the current economy, it’s economic uncertainty. Open a newspaper, scroll through financial headlines, or listen to earnings calls,
The recent disappearance of Nancy Guthrie has highlighted the difficult balancing act many families face in keeping older adults safe.
New York has just announced increases to Medicaid income and asset limits, effective retroactively to January 1, 2026.
Each year, the Internal Revenue Service (and New York State) provides for adjusted figures for a number of estate and gift tax exemptions.
As of the 2025 tax year, many older Americans may realize a new tax benefit- an annual tax deduction of up to $6,000
A considerable amount of wealth will pass to to Generation X and millennials, who will inherit real estate worth trillions.
As your parents grow older, it may be time to talk with them about financial and aging issues, which may involve difficult conversations.
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