A durable power of attorney - where an agent is appointed to handle the financial affairs for a principal - has been used for decades....

Many baby boomers are considering whether or not to buy long term care insurance. Unfortunately, most choose not to purchase coverage...

Millions of older adults fall prey to financial scams each year. Financial abuse currently affects about 20% of Americans age 65 or older...

The Bible makes it clear that the love of money is a root of all kinds of evil (see 1 Timothy 6:10). Unfortunately, the love of money can...

Estate recovery is the process by which a state recoups expenses paid for long term care following the death of a Medicaid recipient....

Although often misunderstood, trusts are commonly used to plan an estate. With the estate tax exemption nearly $12 million, the primary...

Over 20 years of estate planning experience has taught me a lot about what parents should and should not share with their children. Too...

Probate is the legal process by which the estate of a deceased person is settled. The word probate is a Latin term which means to “prove...

As explained in previous newsletters, one of the best kept secrets of the Department of Veterans Affairs is the veteran’s pension for a...

I am frequently asked about how to handle all the personal possessions a loved one has accumulated over the years. It is not uncommon to...