Posts Tagged ‘estate planning’

Most people think that we do wills, trusts and power of attorneys. Although, we do prepare estate planning documents, the major focus for Senior Life Care Planning, is to provide advocacy care services

We provide our clients, families, and caregivers, with a support system, expertise and resources they need to better navigate the many health care, legal, and financial complexities associated with aging.

David Wingate has been named as the number one Elder Law Attorney again

David Wingate, was overjoyed with the recognition. However, he credits the staff of Senior Life Care Planning for the ongoing success. “I am honored to receive recognition from my fellow attorney and the publication,” he said.

Long-Term Care Insurance v. Medicaid Trust?

However, there are no right and wrong answers in choosing either LTCI or MT. Each client has their own situation, concerns, preferences, circumstances, and financial issues. The key is protecting your assets from the nursing home cost.

THE federal estate tax is scheduled to rise from the ashes on Jan. 1, and a lot more families may feel its bite unless Congress changes current law.

Now is the time to consider the various tax strategies available.

the house Steinbeck called “my little fishing place,” about a mile out of town, is part of a long-running and bitter family estate battle, pitting the surviving sister of the author’s third wife, Elaine, against his oldest son and a granddaughter.

That even the best estate planning cannot prevent every instance of unreasonable behavior among heirs.

Take a look at your investment strategies to help determine how to preserve hard-earned wealth with the goal of creating a family legacy

Asset Protection planning is especially prudent for professionals and business owners whose personal assets could be at risk due to the nature of their employment.

Currency, a new service from American Express, helps young adults take charge of their personal finances. Currency offers tips and suggestions on saving and spending, and allows visitors to the site to share their new knowledge on social networks and thro

There is an old saying that can be painfully true, “You are only as happy as your unhappiest child.” One of the most common laments I hear from parents of adult children is that, for whatever reasons, their offspring seem to (repeatedly) need financial assistance … not because of illness of hardship, but simply through poor decision-making. It’s hard to talk-turkey with your adult children, and they seldom listen anyway. But, maybe they will listen to advice from a third-party, especially if that advice is delivered in a manner with which they are most comfortable – fresh, fun and online….

Read More »

Parents need immediate estate planning to make sure their assets are properly disbursed for the specialized care of their minor or adult children when they die — an event that can happen at any time.

Parents are encouraged to call upon the trained expertise of financial and legal advisors.

Through spouse’s, love and affection, is he abusing his wife?

There are a number of questions, facts and circumstances, to be investigated, not just get a list, and, slowly, hire someone.

Women sometimes get short-shrift from the very advisors they trust to help them with these matters

If you are a woman (or love someone who is), don’t accept poor service or communication from any legal or financial advisors.

Close
loading...