To effectively plan your estate, you must carefully consider the specific needs of each person... [Read more...]
How Do You Stretch an IRA?
There is an old sing-along about this bone being connected to that bone. When it... [Read more...]
Is a Revocable Living Trust Only for the Rich?
All trusts are not created equal. There are different trusts that are utilized to accomplish... [Read more...]
June Seminars to Cover Living Trusts and Medicaid Asset Protection
Knowledge is power when you are planning your estate. When you have a thorough understanding... [Read more...]
Will My Heirs Be Forced to Pay an Inheritance Tax?
People can sometimes get confused about taxes on asset transfers. In this post we would... [Read more...]
What Assets Can I Keep When My Spouse Applies for Medicaid?
Long-term care is a very big factor to consider when you are planning ahead for... [Read more...]
Is Your Estate Plan Part of a Holistic Financial Plan?
Many people are going through life without any estate plan at all, and there are... [Read more...]
Is Probate Always Required?
Many people are not aware of the existence of probate. This is a legal process... [Read more...]
Why Would I Want a Revocable Living Trust?
A revocable living trust is a very useful and popular estate planning device. There are... [Read more...]
What Is a QDOT Trust?
In the field of estate planning the acronym QDOT stands for a qualified domestic trust.... [Read more...]
What Is a QTIP Trust?
When you are looking for information about estate planning, you may run into a rather... [Read more...]
Early Dementia Signs and Medicaid Planning
Most people will qualify for Medicare when they reach the age of 65. This is... [Read more...]
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