Finding Peace Today
Through Planning for Tomorrow

advisors new widow

What Advisors Does a New Widow Need?

Losing your spouse can be a critical moment in your life, during which you’ll need support from friends and family and plenty of time to heal. You’ll also want to rally a trusted team of experts who can help a new widow through new and probably unwelcome territory.

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elder medicaid

Can I Age in Place?

As people age, health and mobility issues can make independent living at home more difficult. However, not everyone can afford a nursing home or assisted living, and not everyone wants to move to one of these facilities.

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elder law attorney

How to Help Mom Manage Her Care if She Moves

My 87-year-old mom is relocating to live with us. I’m excited to have her but getting overwhelmed at the thought of finding her all new doctors—setting up those introductory appointments and doing all the new insurance paperwork. How can I make sure I don’t miss anything?

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home in trust

Who Needs a SLAT Trust?

A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.

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