estate planning
Have You Updated Your Financial Information Recently?
When you prepare and organize your financial information for when you are no longer capable, you will achieve peace of mind and…
What You Need to Know About Medical Advance Directives
There is no one who wants to think they may be incapacitated by illness or trauma. Every day, people face this problem….
Getting Your Partner to Talk About Estate Planning
Your spouse or life partner must be actively involved in your estate planning. Before meeting with an estate planning attorney, it is…
The Medicaid Program: Looking Back Without Penalties
Planning for long-term care is important because nearly everyone will require it at some point in their lives. While we cannot predict…
You Can Provide Income to Your Heirs From Charitable Trusts
A charitable trust is an irrevocable trust that provides income to heirs while benefiting you or a charity. If you are philanthropically…
Your Personal Possessions Play a Significant Role in Your Memories
Imagine your estate plan is ready to go. Your estate plan will help you take care of your home, investments, and savings,…
A Lifetime Money Management System for Special Needs Children
For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…
When Planning an Estate, Avoid These Six Mistakes
Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without…
Planning for the Generational Wealth Transfer
Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…
How Life Insurance Is Involved With Estate Planning
Initially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life…