Restaurant
Retiring Business Owners, What’s Going to Happen to Your Business?
Owning a business can allow control over financial success, expanded creative freedom and an ability for growth that may be stifled in large corporations.
What Do Parents Need to Know About Writing a Will?
Preparing a will is one of the most important steps a parent can take to protect their family.
A Couple set to enjoy
What Can You Do If Your Dad Leaves You Out of His Will?
There are limited actions you can take, if you're disinherited.
Continuing Care Community
Moving to a Care Community? Check the Fine Print
When you have finally decided to move from home to a senior retirement community that has levels of care—or when moving to a personal care/assisted living community—you and your family might not be in the mood to read legal agreements.
A penny saved
How Can I Use an ABLE Account for My Special Needs Child?
Anyone can contribute to a person’s ABLE account, but there are federally-mandated annual contribution limits. In 2019, the total annual contributions that an ABLE account can receive from all sources is $15,000.
Family Gathering
What is the Right Age to Give Someone an Inheritance?
You were pretty mature at 18, right? How old should a young person be before they receive complete uncontrolled distribution of their inheritance? We ask clients that question many times…
A Trust to Avoid Probate
What is Probate and Should you Avoid it? Part V
Probate is what's left over When someone dies, property will be transferred from them to someone else by Title or Contract. One form of trust transfer is a Revocable Living…
What is Probate and Should you Avoid it? Part IV
Probate is what's left over At the end of the day, there may be some things left over to go through probate, meaning they didn't avoid the process by title…
Senior Scam
Receiving Social Security? Beware of Scammers
Scammers work to create weaknesses, including fear. Scammers have increased targeting people who receive Social Security, to the extent that complaints have increased 1,000% over the past year, according to…
It Is Best to Plan for Possibility of Assisted Living
There is little time when an emergency arises, so perhaps it is best to plan ahead. I tell my new employees that if they just pay attention, they will see…