Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Planning for Long Term Care Is Important
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
September 15, 2022
Important to consider Long-Term Care Insurance
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.
September 8, 2022
Spotting early Dementia Symptoms is Critical
Certain habits can signal cognitive impairment.
September 1, 2022
Key Documents Every College Kid Needs
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.
August 31, 2022
Protecting the Community Spouse is Necessary
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.
August 30, 2022
Differences between ABLE Accounts and Special Needs Trusts
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
August 24, 2022
Geriatric Care Managers can make Life Easier
As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.
August 3, 2022
Your Estate Plan should incorporate Asset Protection
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.
July 20, 2022
Funeral Trust is an Option for Final Expenses
Setting up a funeral trust requires that a consumer take reasonable precautions and understand the process.
July 14, 2022