Many of us believe we have the “planning for the future” space covered. We’ve worked... [Read more...]
Medicaid Planning: There’s a Right Way and a Wrong Way
As the population ages and health care costs skyrocket, seniors and their caregivers struggle with... [Read more...]
Preserving the Family Home from Medicaid Recovery
Many of us fear that as we age, we will need medical assistance. We strive... [Read more...]
Lowering Your Chances at Qualifying for Medicaid? Know the Law before Transferring an Asset
Estate Planning is often a necessary task. It is most commonly known as a way... [Read more...]
Is Your Real Property Safe from the Medicaid “Spend-Down” Requirements?
Almost half of all seniors eventually turn to Medicaid for help covering the high cost... [Read more...]
Calculating Your Financial Wealth
You are worth much more than your financial wealth. Your lifetime of wealth includes the... [Read more...]
Dynasty Trusts
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term... [Read more...]
Facing Reality: The Essence of Family Business Succession Planning
A simple search online these days can turn up lots of advice regarding the importance... [Read more...]
Updating Your Plan: Your Trust or Will
As we approach the end of the year, it’s a good time to think about... [Read more...]
Choosing Beneficiaries Is Not Enough
Determining who should inherit your assets is a surprisingly difficult task for many of us. ... [Read more...]
Five Estate Planning Myths
Estate planning. It’s on everyone’s “should do” list, but it rarely seems to make it... [Read more...]
New Administration Could Mean HUGE Tax Hikes
While there’s still so much debate going on with the fate of our country, there’s... [Read more...]
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