The COVID-19 pandemic underscores the importance of advance care planning and directives. Responses to vaccinations and understanding their efficacy, reinfection potential, and long-haul symptoms resulting from COVID-19 continue to baffle our scientific understanding. It appears the coronavirus will continue to…
It may seem simple to leave your property to your heirs. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your…
The House Ways and Means Committee approved President Biden’s Build Back Better Act’s (BBBA) tax provisions, a major step towards passage of the bill. As the draft now stands, the legislative proposal may restrict the abilities of higher net worth…
According to Florida Today, 46 million Americans own the well-known crypto asset, Bitcoin and the number of people owning cryptocurrency is growing steadily. Bitcoin was created in January 2009 by Satoshi Nakamoto as a peer-to-peer electronic cash system. This digital…
There is a widespread fraud scheme involving genetic testing sweeping the country prompting the US Department of Health and Human Services Office of Inspector General to issue a national alert. The warning is for Medicare beneficiaries across the nation, and…
It can be challenging for adult children to imagine their parents as seniors and to understand and respond to the reality that each parent will age differently. Even if you are in the fortunate circumstance where your aging parents can…
Three out of four Americans aged 50 or older wish to age in place according to a study conducted by AARP. These seniors and near seniors are willing to employ alternative solutions to facilitate this. The alternatives include home-sharing (32%),…
The number of patients living with Alzheimer’s disease is projected to rise sharply according to a study conducted by The Lewin Group of Falls Church, VA on the behalf of the Alzheimer’s Association. By the year 2040 more than twice…
In order for your parents to be properly prepared for the future, it is critical to discuss finances with them. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and…
Just like you should visit your doctor for a yearly check-up, you should review your estate planning documents annually to make sure they are up-to-date. Children grow up, marriages dissolve, property gets sold, residences change. That’s why we recommend that…