A living will is a legal document expressing your wishes on receiving or declining medical care or life-sustaining treatments should you become terminally ill or injured and unable to communicate those decisions for yourself.
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
Political instability, rampant inflation and the specter of recession are looming threats to our clients’ financial future, which directly impacts their ability to take care of themselves at a point in their lives when they are likely to need care or other age-related services.
Certain habits can signal cognitive impairment.
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
The intent of the laws and regulations is to allow the community spouse to have enough income and assets, so that he or she has enough income and assets to continue to live at home, whether that be a home, an apartment, or other living place.
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
