Medicaid planning should be included in your estate plan long before you reach retirement age;... [Read more...]
Should I Tell My Loved Ones the Details of My Estate Plan?
Once you have your estate plan finished, you may start thinking about sharing – or... [Read more...]
Protecting Assets with an Intentionally Defective Grantor Trust
For anyone with considerable assets, asset protection should be a primary estate planning component. After... [Read more...]
How to Keep Your Estate Plan Private
Every estate plan should be uniquely designed to meet the needs of the individual creating... [Read more...]
Can I Be Personally Liable for Mistakes I Make Administering a Trust?
If you recently learned that you were appointed to be the Trustee of a trust,... [Read more...]
Suggestions for Alzheimer’s Awareness Month
Given the increasing prevalence of the disease, most of us know someone suffering from Alzheimer’s... [Read more...]
Be Careful When Appointing Fiduciaries in Your Estate Plan
Like many people, you may have spent considerable time thinking about the details of your... [Read more...]
Medicare and Medicaid — Understanding the Differences and Similarities
There is a very good chance that you will need help covering healthcare costs not... [Read more...]
Long-Term Care Insurance – Is It Worth the Cost?
As you contemplate your “Golden Years,” you likely think about the possibility that you (or... [Read more...]
Why Is Special Needs Planning Necessary?
The need for financial planning takes on heightened importance if you are the parent of... [Read more...]
Understanding Alzheimer’s Disease
For most seniors, one of the most frightening aspects of growing older is the thought... [Read more...]
LGBT History Month Is a Great Time to Review Your Estate Plan
Every year in October, the LGBT community and their supporters celebrate LGBT History Month. If... [Read more...]
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