Keystone Blog
Planning for the Gold in Your Later Years
The 24th Winter Olympic Games began on February 4th. During the games, both sports fans and even those who don’t routinely watch sporting events often tune in to observe the performances of these elite athletes who have dedicated countless hours to planning and...
Resilience in Aging
Why does the death of a spouse lead some people to “die of a broken heart” while others live many years longer with grace and strength? There are sources of stress that are unique to each stage of life, but older adults certainly face their share of setbacks and...
Control at End of Life
The amount of control over certain aspects of life may change with aging. People lose spouses, siblings, and friends. Various medical ailments deprive them of their mobility, eyesight or memory, and they must depend on others for help. People experience...
A Life Book For Your Loved Ones
If you were to die tomorrow, would your family or friends know how to sort out the details of your life? If you had a stroke, would anyone know how to find your bank accounts, investments, estate plan, insurance policies or online accounts? Wouldn’t it feel...
Pet Trust – Planning for Your Furry Friends
The goal of estate planning is to provide for those we love, especially those who depend upon us for their care, after we are gone. Your will, life insurance, and beneficiary designations can give to your family, friends, and charities you support...
Transition With Continuity
New Year’s Eve is a joyous time of transition. Champagne corks pop as the ball drops in Time Square! The legendary Dick Clark’s name is memorialized by television productions for those of us who observe the festivities at home. If 2021 was a good...
Keep Dementia from Overwhelming the Holidays
The holiday season is upon us, and many families are engaging in a variety of festivities. The increased hustle and bustle of this time of year may increase exposure to large gatherings of people and create changes in daily routines. While families may have good...
Inheritance and Taxes
In last week’s article I discussed the tax returns that can arise when administering a decedent’s estate and some of the pitfalls the person responsible for administering the estate should be aware of. In this article, I will discuss some of the ways in which you can...
Taxes and Estate Administration
Benjamin Franklin said “nothing is certain except death and taxes.” Unfortunately, these are not mutually exclusive. Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for...
New Nursing Home Visitation Guidelines
Many aspects of the COVID-19 pandemic have created controversy, and nursing home visitation rules have been no exception. The Centers for Medicare & Medicaid Services (CMS) regulates nursing homes which receive government funding for payment of care. ...
