When to Consider a Discretionary Trust for Your Estate Plan
To provide greater protection and long-term security, consider leaving assets to your beneficiaries in a discretionary trust.
To provide greater protection and long-term security, consider leaving assets to your beneficiaries in a discretionary trust.
April is Stress Awareness Month, a time to recognize the impact of stress on our lives and embrace strategies to manage it effectively.
As National Healthcare Decisions Day fell this week, it is a good time to think about creating or reviewing advance directives.
Drama, lost time, and broken relationships are a genuine problem in many families, regardless of wealth, and can lead to legal battles.
Assisted living communities can provide essential care and peace of mind for you and your aging parents, but can be costly.
Creating an estate plan is not a one-time task, and sometimes needs a spring cleaning. As your life changes, so should your estate plan.
Most Americans over age 65 will need daily help, in the form of long-term care, at some point, and the costs continue to rise.
Women caregivers face significant financial challenges; however, those challenges can be addressed with careful financial planning.
This year’s Alzheimer’s Disease Resource Center’s (ADRC) annual education conference will take place on March 20, 2025 at Stony Brook University.
Aging in place, the ability to live safely and independently in one’s home as long as possible, is a goal for many seniors.
New York has just announced its final 2025 increases to Medicaid income and asset limits, applying to home care and nursing home services.
In retirement planning, it can be easy to underestimate the amount of money we will need for health care and long-term care after we retire.
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