Category archives: Grandparents
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4 months ago
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Do you have a family member who is receiving some form of long-term care? If you don’t, the chances are good that someday you will – and that day may not be too far away. As the U.S. population ages and life expectancies increase, the need for long-term care is becoming an important consideration fo... [read more]
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2 years ago
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If you have Medicare, you can now receive up to eight free rapid at-home Covid-19 tests a month at participating pharmacies.
The free tests are available without a prescription to all Medicare beneficiaries with Part B, including those enrolled in a Medicare Advantage plan. If you only have M... [read more]
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4 years ago
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One of the lessons of the ongoing Covid-19 pandemic is the importance of taking care of ourselves, getting regular checkups with medical professionals, and paying attention to any changes or concerns we have about our health.
All of us are wise to also take this practical approach to the health o... [read more]
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4 years ago
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We are living in a time of uncertainty. There remains much concern about the ongoing Covid-19 pandemic, our country is experiencing unprecedented social unrest, and we're in the middle of a contentious political campaign. We are all affected by all of this in some way or another, and during such a c... [read more]
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4 years ago
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We're often asked if there are special considerations for creating Estate Plans for new grandparents. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and the wonderful experience of becoming a grandparent... [read more]
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5 years ago
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In this very challenging time, as we are all affected by the COVID-19 virus and are making efforts to reduce its spread, please allow us to remind you that we are here, actively practicing, and are staying in regular contact with our active clients on all pending matters.
If you would like to ini... [read more]
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5 years ago
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Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. Working grandparents who are supporting their grandchildren may qualify for the earned income tax credit, which could reduce the amount they pay in taxes by thou... [read more]
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6 years ago
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When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust that is created while the parents are still alive: the trust can be the recipient not just of the obvious assets that are available for the child. Members o... [read more]
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6 years ago
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One question that we're often asked by clients is how they can protect their family's privacy and avoid a costly probate process.
Our answer is that summary and formal probate administration can be a long and expensive court process, and we can use a number of Estate Planning tools to avoid proba... [read more]
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6 years ago
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If you, or a senior is your life, are looking for a great community resource, you'll find that the Shepherds Center has much to offer.
Many classes and activities are detailed in their current newsletter that you can access by clicking on the following link: Shepherd's Center Newsletter
Accord... [read more]
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7 years ago
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We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]
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7 years ago
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One question that we're often asked by parents is what happens when their child turns 18 year old and goes away to college – will they be able to access information and make decisions for their child when necessary? Do young college age children and grandchildren need to have Estate Planning documen... [read more]
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