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How to Ask Mom About Her Estate Plan

November 23, 2022
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
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What to Do When Your Spouse Dies

November 22, 2022
Here is a list, in no particular order, of what needs to be done after someone passes to help you during this difficult time.
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Assets, Nursing Home Stays & Medicaid

November 21, 2022
My spouse is going to have to move to a nursing home. When spending down assets for the sick spouse to qualify for Medicaid, does it have to be done before sick spouse is sent to a nursing home or can it be done even after the sick spouse is admitted to a nursing home?
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Transfer Your Home to Your Children

November 20, 2022
Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
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Top 10 Success Tips for Estate Planning

November 19, 2022
Estate planning is one of the most important steps you can take for yourself and your loved ones.
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Is it Important to have an Estate Plan?

October 29, 2022
Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
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Same-Sex Couples & Family Protection

October 25, 2022
For married same-sex couples, a marriage license may soon no longer be enough to protect their union.
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Do You Need a Power of Attorney?

October 24, 2022
When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
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What are 4 Mistakes in Estate Planning?

October 17, 2022
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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ABLE Account or a Special Needs Trust?

October 16, 2022
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
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