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Caregiver Issues

Estate and Personal Planning

Financial and Taxes

Health and Medical Issues

Miscellaneous

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We have published articles about many topics for numerous consumer and professional publications, and we have prepared many informative papers in connection with seminar presentations to professional and community groups. Many of these articles and papers are posted on this page for your education, and we look forward to adding more in the future.

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Estate and Personal Planning

6 Tips to Evaluating a Retirement Community

An Estate Plan Built for Special Needs

Be Picky To Make Sure Power of Attorney is Honored

Beware of UTMA Accounts with Disabled Child

Case Highlights Need to Use Planning Expert

Case Highlights the Need to Use Estate Planning Expert

Changes to Long Term Care Insurance for the Road Ahead

Check Out Online Long Term Care Calculator

Choosing an Attorney to Help With Special Needs

Combination Long-Term Care Products

Court Considers Son's Liability for Mom's Nursing Home Cost

Court Finds Good Neighbor is Better Guardian Than Family Members

Deciding if you Kid- or Grand-kid - is Trustworthy

Decisionmaking for an Adult Special Needs Child

Deed to Child for Promise of Care Set Aside

Disinheriting a Relative Can Be Complicated

Divorce and the Child With Special Needs

Evicted Mom Fights Back but Fails to Prove Case

Five Myths About Wills

Fixing a Flawed Special Needs Estate Plan

Get Adopted and Get Twice the Inheritance

Grandparents' Rights in Mississippi

Guidelines to Consider in Purchasing Long-Term Care Insurance

Housecleaning-Please Don't Pitch These Records

How Economic Security Changes During Retirement

Is Do-It-Yourself Estate Planning a Good Idea

Is My Will Still Valid If I Move to Another State

Keeping Track of Your Will

LegalZoom Sued Over Flawed Estate Plan

Life Care Planning Helps Older Clients Maintain Sense of Dignity

Life Insurance and Retirement Beneficiaries - Have It Your Way

Mid-Month Musing - How Much Do You Really Know?

Mid-Month Musing - Mind Your Own Business - For Successful Aging

Mid-Month Musing-If You Don't Think You'll Live Forever

New Legal Guide for Seriously Ill People

Parents Removed as Trustees of Special Needs Trust

Planning Essentials for Special Needs Families

Power In a Power of Attorney

Protecting Your House If You Move To a Nursing Home

Realistically Assessing an Exceptional Child's Future

Retirees Can Undo Early Retirement SS Reduction

Reverse Mortgages Reviewed in Recent AARP Report

Revoking a Power of Attorney

Study Shows Not-For-Proft Nursing Homes Often Superior

Taking Care of the Family Business at the Holidays

Ten Reasons to Create or Update your Estate Plan Now

Third-Party Special Needs Trusts for Disabled Children

To Marry or Not to Marry

Toolkit for Planning for Long-Term Care

Transition Planning Works for You

Trust Reformed to Preserve Disabled Child's Benefits

Two (More) Issues of Long-Term Care Planning

Two Important Principles of Long-term Care Planning

Updating Your Estate Plan When Your Finances Change

What Happens if You Die Without a Will

What Is a Trust Protector and When Might You Need One

What Records Should You Keep and How Long Should You Keep Them

When Is It Time to Service Your Estate Plan

When Less is More with a Special Needs Trust

Why Not Just Use an Off-the-Shelf Power of Attorney Form

Writing a Letter of Intent for a Special Needs Child

Your Year-End Legal Checkup

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