by Keystone Elder Law | Sep 30, 2022 | Finances, Sentinel Articles
Every once in a while, someone asks me if they should consider a reverse mortgage. Maybe they saw a familiar celebrity talking about reverse mortgages on a television commercial or a telemarketer called and told them a reverse mortgage could solve all of their...
by Keystone Elder Law | Sep 8, 2022 | Caregiver Support, Finances, Sentinel Articles
John and Mary are practical people who worked hard for everything they had and never threw money away on anything frivolous. As John’s health declined and he needed more help, Mary did the best she could to take care of him. When his needs progressed beyond what she...
by Keystone Elder Law | Jul 5, 2022 | Estate Planning, Finances, Sentinel Articles
When families and individuals come to me to set up an estate plan, determine how best to protect their assets, or figure out how to provide for a loved one whose circumstances are a bit challenging, a tool I sometimes recommend is a Trust. When I say that word,...
by Keystone Elder Law | Dec 6, 2021 | Estate Administration, Finances, Sentinel Articles
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...
by Patrick Cawley | Sep 17, 2021 | Finances, Sentinel Articles
Savings bonds have long been a preferred birthday or graduation gift. Many people choose them as an alternative to keeping cash in a bank account. They are one of the safest forms of investment, because they are backed by the United States government. ...
by David D. Nesbit, Esq. | Jul 30, 2021 | Aging, Finances, Sentinel Articles
When is it the right time to . . . Often, I get this FAQ about numerous topics. Here is a variety pack of FAQ and some general guidelines. Have estate planning documents prepared or reviewed Everyone needs a last will and testament, power of attorney, and living...
