Annuities and Medicaid Planning
Immediate annuities can be ideal Medicaid planning tools for spouses of nursing home residents. For single individuals, they are usually […]
Annuities and Medicaid Planning Read Post »
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What Happens to Your Debts When You Die?
When you die, your debts do not expire with you. Most debt still needs to be paid off, if possible.
What Happens to Your Debts When You Die? Read Post »
Tips on Creating an Estate Plan that Benefits a Child with Special Needs
Parents want their children to be taken care of after they die. But children with disabilities have increased financial and
Tips on Creating an Estate Plan that Benefits a Child with Special Needs Read Post »
How Do I Pay for Long Term Care?
Worried about the costs of Long Term Care? Trying to plan now for the future? Caring for a loved one
How Do I Pay for Long Term Care? Read Post »
What’s a Health Care Proxy and Why Do I Need One?
If you become incapacitated, who will make your medical decisions?
What’s a Health Care Proxy and Why Do I Need One? Read Post »
Why Estate Planning is for Everyone
Two common misconceptions when it comes to Estate Planning are: “I am young so I don’t need it” and “I
Why Estate Planning is for Everyone Read Post »
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
How frequently you should review your estate plan depends on how old you are and whether there has been a
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 Read Post »
Estate Planning and Retirement Considerations for Late-in-Life Parents
Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter.
Estate Planning and Retirement Considerations for Late-in-Life Parents Read Post »
How to Handle Sibling Disputes Over a Power of Attorney
A power of attorney is one of the most important estate planning documents, but when one sibling is named in
How to Handle Sibling Disputes Over a Power of Attorney Read Post »