Elderly Home Care and Depression

Elderly Home Care and Depression Late-life depression affects about 6 million Americans age 65 and older, but only 10% receive treatment.No matter what age we are, living a life of purpose, connection and joy is critical for our physical and mental wellbeing. For...

Changes to Mom’s Estate Plan

Changes to Mom’s Estate Plan After the holidays, our Law Firm typically receives an increase in telephone calls and emails from adult children who want to “change” Mom’s estate plan. The adult child doesn’t always understand that the “client” (“Mom”) is the ONLY one...

Holiday Visits With Aging Loved Ones

Holiday Visits With Aging Loved Ones Time for my annual run of this important message…Holidays are the one or two times a year we are able to spend time with parents or other aging loved ones in person. If we do see them daily, sometimes we can’t see the forest for...

Don’t Be Like Uncle Jim

Don’t Be Like Uncle Jim Uncle Jim thought he had his affairs in order. He had a living trust prepared, and the attorney properly prepared and recorded a new deed changing the house title to Uncle Jim, Trustee of his trust. Uncle Jim also made sure his brother was the...

Tax Planning for 2023

Tax Planning for 2023 That’s right… 2023. You haven’t even prepared your taxes for 2022. Yet, this is the ideal time to begin developing your tax strategy for next year.Tax planning is the method for analyzing your current financial situation and then establishing a...