Madeline has two children, is healthy, and wishes to plan for her estate. She is concerned, however, that she has to disinherit her one son, William, who was born with a disability. She has always cared for William in the family home, and will continue to do so as long as she is able, but recognizes she may not always be there for him.
Read MoreTom was referred to a financial advisor by a social worker at the nursing facility where his Father, Joseph, was receiving rehabilitation after a fall. The advisor met with Tom and discussed a pension benefit his Father might be able to receive through the Department of Veteran Affairs.
Read MoreCheryl was referred to our office by another law firm who had prepared a trust for her mother, Clara. Clara had been admitted to a nursing home the previous month, and Cheryl was concerned about Clara’s finances, and about some gifts that had been made in the last couple years.
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