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Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week

I hope you've enjoyed reading and learning about estate planning during National Estate Planning Awareness Week. We believe that knowledge is powerful and being prepared is liberating- and we appreciate you, area parents, for partnering with us in our mission to educate families - especially young families - about the importance of planning. To wrap up the week, I'd like to take a moment to summarize everything Read More

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated

Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of court, a guardianship, or conservatorship as it is sometimes called, must be established via a court process in the county probate court. Obtaining Read More

Advice for the “Sandwich Generation”

July is Sandwich Generation month. Now that I've got you thinking about turkey BLTs or meatball subs, I have to break it to you (though I bet you can already guess,) this article isn't about food.  So what is the Sandwich Generation? The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation:  often Read More

Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week 2017

I hope you've enjoyed National Estate Planning Awareness Week as much as we have! It's our mission to ensure that every child in the Commonwealth is protected -no matter what- and we appreciate you, area parents, for partnering with us in this mission, as you make educated, loving choices regarding estate planning for your family. To wrap up the week, I'd like to take a moment to summarize everything we've covered Read More

The Real Cost of Caring: Help for the Sandwich Generation

It's a crisis unique to the Sandwich Generation: dealing with the financial stress of caring for an aging loved one can affect your ability to provide them with the care and compassion they need, but it can also put the security of your financial future at risk. To mitigate these concerns, consider these useful tips to help you make informed decisions about how to protect your future retirement plans while caring for Read More

Navigating the Sandwich Generation with Ease

July is Sandwich Generation month. If you've never heard of it: the average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation:  often still raising kids at home when they become responsible for the care of their own aging parents. The stress and financial strain of managing the affairs of both children Read More

National Healthcare Decisions Day Begins April 16th: Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your healthcare are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Because planning for the unexpected now, while you are well, is so important, National Health Care Decisions Day is a week this year, Sunday, April 16th- Saturday April 22nd.  Including healthcare documents in your estate plan can ensure your decisions are always Read More

Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you cannot speak for yourself. Health care documents that clearly state your wishes should be included in your comprehensive estate plan. Here are three Read More

You Don’t Have to Spend Everything: 3 Costly Medicaid Mistakes and How to Avoid Them

By Guest Blogger, Tracey A. L. Ingle, Esq. of Ingle Law, P.C. It’s a sad story I hear all the time, “We finally spent all Mom’s money. I guess it’s time to apply for Medicaid now.” Ugh. It hurts. It legitimately hurts when I hear clients tell me their story of how they heard from someone that’s what they had to do. The truth is, long-term care is expensive. Very expensive. It’s not unusual to find nursing homes in Read More

How to Plan for the Long-Term Care of a Special Needs Child

Parents of special needs children are naturally concerned about how that child will get the care he or she needs after they are gone.  There are several ways to plan for the care of a long-term disabled heir, including: Special Needs Trust – A special needs trust can be established by a parent or grandparent for the care of a child or grandchild of any age in lieu of leaving an inheritance, which would likely Read More