Skip to content

Staying Safe in Winter Weather: Tips for Older Adults

Winter can be an enjoyable time of the year, but it can bring challenges, especially for older adults. Here are some ways seniors can stay safe and warm during the winter months.

Read more

Estate Planning in the Face of Natural Disasters

The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.

Read more

Transfer-On-Death Accounts: A Useful Estate Planning Tool

A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.

Read more

When, Why, and How to Talk About End-of-Life Care

By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.

Read more

Will You Owe a Gift Tax This Year?

If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?

Read more

What to Know About Medicare Annual Wellness Visits

Medicare is a complex program with many benefits. Knowing about the options available to beneficiaries will help you understand and navigate the system. Let's look at Medicare's annual wellness visits.

Read more

Deducting Long-Term Care Insurance Premiums in 2025

Research shows that nearly 70% of seniors will require long-term care at some point in their later years. Although it does add another expense to one's life, long-term care insurance can be helpful.

Read more

Medicaid Applicants: Protecting Your Healthy Spouse in 2025

Each year, the feds issue updated guidelines outlining how much of a couple's assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.

Read more

Our office is uniquely qualified to provide legal advice and representation in all legal matters relating to Medicaid eligibility and estate planning.

Back To Top