In 2016, a couple of events occurred in my life that had significant impacts on me and my family.  On July 4th, while I was relaxing at...

My friends at Country Cottage in Lawrenceburg, a part of the Cottage Senior Living Group, have graciously allowed me to share posts from...

A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows...

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are...

Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....

A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for...

What is the best way to find a good in-home caregiver for my elderly mother? Finding a good in-home caregiver that’s dependable,...

What’s the best, conflict-free way to divvy up my personal possessions amongst my kids after I’m gone? I have jewelry, art, family...

I’m about to sign up for Medicare Part A and B and would like to find out what they don’t cover so I can avoid any unexpected costs down...