Checks and Balances In Designing A Trust

Every once in a while we’ll hear a story about a family for whom a trust was more of a hindrance than a help. Most often it’s because the trust was not created properly, or was old and outdated and hadn’t been reviewed by the grantors on a regular basis. But sometimes the conflict is… Read More »

Give the Gift of Peace of Mind

The holidays are the perfect time for family reunions, family bonding, family fun …and, according to the Wall Street Journal the perfect time for parents and children to talk about family finances, family estate plans, and family decisions about end-of-life issues. After all, there are relatively few times each year in the lives of most… Read More »

Special Needs Trust May Prolong Life of Beneficiary

Individuals with mental illnesses already have a number of unique challenges to face, and now Time Magazine tells us they have one more terrifying prospect, because, according to Time’s recent article by Kate Torgovnick “on average, people with severe mental illness die 25 years younger than the rest of the population.” There are many contributing… Read More »

Forced Divorce for Seniors?

Growing old alone can be tough, but it might be what many of our parents and grandparents will be forced to do in order to protect their assets and still qualify for Medicare. In her article Caring for Aging Loved Ones Can Be a Catch-22, journalist Gail Sheehy describes how she learned the hard way… Read More »