Planning for Retirement with a Special Needs Child
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
July 8, 2024
Integrating Irrevocable Trust into Medicaid Planning
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
June 24, 2024
Managing a Big Age Gap in Estate Planning
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
June 12, 2024
Understanding the differences between ABLE Account and Special Needs Trust
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you’re gone.
June 3, 2024
A Psychiatric Advance Directive is an Additional tool to Consider
Comprehensive estate planning today includes elder law and other strategies that help protect your assets and interests if you experience cognitive decline or incapacity. Have you thought about protecting your mental health and care if you can’t advocate for yourself? This article explores psychiatric advance directives (PADs), their purpose and how to establish one.
May 16, 2024
Alternatives to Avoid Guardianship as You Age
This article discusses the need for protection as we age, what guardianship is and how powers of attorney (POAs) are alternative estate planning strategies that give you more control.
May 15, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Estate Planning for Veterans and Active Military Is Important
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
May 7, 2024
Senior Property Tax Exemption can provide Relief
Some states are offering a property tax exemption to help senior homeowners on fixed budgets. What exactly are senior property tax exemptions? We look closely at the exemption and if it might work for you.
May 2, 2024
The Estate of The Union Season 3|Episode 4 is out now!
The Estate of The Union Season 3|Episode 4 is out now! It surprises some people to discover that the mortality rate in Texas and the
April 30, 2024