Baby boomers, or those born between 1946 and 1964, are starting to retire in droves. For these people (and everyone else), it is important to create an estate plan to help protect assets and ensure that wishes are met in the event … [Read more...]
Critter Corner: Holiday Tips for Parents of a Special Needs Child
Dear Saki and Alley, I recently got remarried and we are going to my sister’s house for the holidays. My new stepson, Sean, is autistic and doesn’t do well with new places or changes to his routine. Do you have any suggestions … [Read more...]
Critter Corner: Will Medicaid Pay for Assisted Living?
Dear Baxter, My father is in the early stages of dementia, and is considering assisted living. If my father is eligible, does Medicaid cover assisted living, or only nursing home care? Thanks for your help! Anita … [Read more...]
Critter Corner: Tech Gifts for Grandma
Dear Commander Bun Bun, The holidays are upon us. Since you are the pet who is known to be the most tech savvy at the firm, do you have any ideas for devices that I can buy for my technologically-challenged (but learning) … [Read more...]
Amazing Pets – Saving Senior’s Lives
Q. My mother, Jessica, lives alone and is considering adopting a pet. I am all in favor, but know it is a lot of work and vet visits are often expensive. For me, these things are certainly worth it. Despite the grooming costs, … [Read more...]
Critter Corner: Updating Estate Planning Documents
Dear Ernie and Jannette, The last time I updated my estate planning documents was in 2003. Since then, both my children have gotten married and I have five grandchildren. I also bought a second home in Florida. … [Read more...]
Critter Corner: Are Estate Planning Services Tax Deductible?
Dear Saki and Alley, It is November and the end of the year is drawing near. Every year, at around this time, I begin paying close attention to tax deductions. I was wondering, if I use your firm to do my estate planning … [Read more...]
Critter Corner- Grandma Loves Halloween Candy: Tips for Eating Healthier
Dear Commander Bun Bun, My grandmother has gone through two bags of Halloween candy and there haven't been any trick-or-treaters yet. At this rate, she will have to hang up a no more candy sign before school even lets out. This … [Read more...]
Critter Corner: Talking to an Estranged Sibling about a Mother’s Care
Dear Ernie and Janette, My mother has late-stage dementia and no Power of Attorney or Advance Medical Directive in place. Unfortunately, I am estranged from my sister and we haven't spoken in years. We need to discuss plans … [Read more...]
Critter Corner: Why Plan for Incapacity?
Dear Commander Bun Bun, I read a startling statistic that less than a third of the population has completed Incapacity Planning documents. Why don't people plan for incapacity and how can my family begin the process? Justin … [Read more...]