Upcoming Events

  • "Legal Tools," May 12:  Community Workshop sponsored by O'Halloran & Murphy Funeral and Cremation Service. Register here.
  • "Legacy Workshop," May 20:  Attend a workshop meant for those who are interested in passing more than assests to the next generation – pass on your goals, values and stories of heritage - YOUR LEGACY. Register here.
  • "Trusts 101: One-Day Seminar, Revocable Living Trusts & Estate Planning for the Disabled," June 20:  National Business Institute. Register here.

Lack of a Will Could Mean Chaos for Prince's Estate

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. You don't have to be worth millions to learn a lesson from Prince's apparent mistake. 

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10 Ways the Elderly Can Avoid Financial Abuse

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse.  Here are some steps seniors or their loved ones can take to prevent financial abuse.

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Problems with Guardianship Abuse Leading to Calls for Reform

A growing problem with adult guardianship abuse is causing calls to reform the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.

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Hybrid Policies Allow You to Have Your Long-Term Care Insurance Cake and Eat It, Too

An increasingly popular hybrid product combines life insurance with long-term care coverage and offers buyers solutions to a number of problems that have kept people from buying traditional long-term care policies.  

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How Does the Medicaid Look-Back Period Work?

One area that causes a lot of confusion with regard to Medicaid is the look-back period. What exactly does the look-back period mean for Medicaid applicants?

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