Estate Planning · December 22, 2023

In this touching continuation of our journey through estate planning for dementia, Part 2 offers a compassionate guide for those facing the complexities of advanced dementia in a loved one. We navigate the poignant process of safeguarding their wishes, from seeking cognitive evaluations to ensuring private legal discussions. This article tenderly addresses the urgency of making thoughtful decisions amidst the progression of dementia, providing a beacon of hope and understanding for families grap

Estate Planning · December 18, 2023

Navigating the emotional journey of caring for a loved one with dementia, this heartfelt blog underscores the importance of early estate planning. It offers a compassionate guide on safeguarding their wishes through crucial legal steps, bringing peace of mind amidst the challenges of dementia. This is more than guidance; it's a loving embrace for caregivers, ensuring dignity and care in times of uncertainty.

Estate Planning · December 11, 2023

Got Unused 529 College Savings? Big Changes Are Coming in 2024! Imagine converting your stagnant education savings into a flourishing retirement fund. Starting in 2024, you can roll over up to $35,000 from a 529 plan into a Roth IRA, without the burden of taxes or penalties. This means more control over your financial future and a savvy way to boost your retirement savings. Plus, learn how this act benefits grandparent-owned 529 accounts in a way never seen before, potentially enhancing your eli

Estate Planning · November 27, 2023

In a blended family, navigating retirement benefits can be a maze of confusion and worry. You might be troubled by how ERISA laws could unexpectedly limit your children's inheritance from your retirement funds, disregarding your true wishes. But equally important is the lawful right of your spouse to a share of these benefits. This mix can lead to painful misunderstandings and unintended consequences. Here's our guide to bringing clarity to this complex issue.