News article highlights some elder care issues…but not all

Several weeks ago Jill Schlesinger, CPF, a CBS News Business Analyst, wrote an article entitled “When making long-term care decision, get a second opinion” which was published in several news outlets.  You can read the whole article here. The article mentions that 70% of people turning 65 can expect to use some form of long […]

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7 Tips for Helping Families with Special Needs

Families with children, grandchildren or other family members (such as parents) with special needs have unique planning requirements. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries.  Understanding the pitfalls associated with special needs planning is a must for all of us who assist families […]

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