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More Americans are retiring, which is contributing to a rise in the cost of long-term care services, including in-home care, assisted living, and nursing homes. The cost of…

In order to maximize wealth preservation and minimize tax liabilities, high-net-worth families implement a number of legal strategies. However, tax laws continually change and can impact new and…

As technology advances, aging Americans can remain in their homes longer and more safely due to self-monitoring medical devices, telemedicine, and smart homes. Elder law and at-home medical…

Even though Medicaid provides health insurance to low-income families and individuals, Medicaid planning is becoming increasingly popular as an alternative to spending assets to qualify for benefits due…

The trend of senior consumerism is increasingly focused on wellness and solutions at affordable prices. Prevention and proactive measures are becoming increasingly important for maintaining physical and mental…

You should plan for the unexpected by making sure your affairs are in order in the event of an accident, incapacitation, or death. If the COVID-19 pandemic taught…

The process of building lasting generational wealth requires time and careful planning. Without specific plans to create and transfer your legacy, statistically, 70 percent of wealthy families will lose…

It is often the case that an aging parent can no longer think clearly enough to make informed and meaningful decisions about their life. This growing inability may…

Transferring wealth or assets between individuals or entities is called wealth transfer. The transfer can happen either during your lifetime or after your death. Wealth transfer strategies use…

SECURE 2.0 Act and the Inflation Reduction Act (IRA) enacted in August and December of 2022, respectively, contain new tax provisions. Lower-income household tax code changes will automatically…