College Bound — Hip, HIPAA, Hooray

Congratulations, your son or daughter—or perhaps grandchild—recently got accepted to college, and soon is off to school in the fall. Together, you are probably discussing coursework and prospective majors and figuring out housing arrangements and meal plans. One important, but frequently overlooked, topic is what to do in case your child becomes incapacitated… now that … Continued

When Dementia is Present: Preparing and Protecting Family Wealth

Tragically, developing Alzheimer’s disease or another form of dementia can rob families of the joy of the golden years. According to the Alzheimer’s Association, every 67 seconds someone in the United States develops Alzheimer’s. Because on average women live longer, they are even more likely than men to develop dementia – almost two thirds of … Continued

Estate Planning Basics: Things to Consider

Estate planning is much more involved and offers more benefits than simply a plan to reduce your tax bill.  In addition to issues that affect your family and control of your assets after your death, estate planning must also account for prevailing legislation that governs estates.  For example, the American Taxpayer Relief Act of 2012 … Continued