Consider using a Trust Be for Long-Term Care
They may wish they had applied for long-term-care insurance when they were healthy enough to pass the medical underwriting standards.
November 20, 2023
RLT can Help with Planning for Incapacity
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
November 14, 2023
You Need Two Kinds of Power of Attorney Documents
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
November 7, 2023
Estate Planning can help address Nursing Homes Costs
The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997.
October 26, 2023
Immediate Annuity might be a useful Option for Retirees
If you don’t have a pension from your company when you retire but need to set up a steady stream of income, you may consider purchasing an immediate annuity.
October 12, 2023
Consider Hiring a Lawyer for Medicaid Applications
Hiring a lawyer for Medicaid applications can offer several benefits.
August 24, 2023
An Attorney can help when applying for Medicaid
Navigating the complexities of government healthcare programs can be a daunting task, especially when it comes to applying for Medicaid.
August 16, 2023
Checklist Helps Put Affairs in Order
No one ever plans to be sick or disabled. However, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure that your wishes are honored and ease the burden on your loved ones.
August 15, 2023
Important to Evaluate your Planning before a Second Marriage
If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
August 7, 2023
Costly Social Security Mistakes to Avoid
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
August 2, 2023