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Why Name a Beneficiary?

March 12, 2023
What Is a Beneficiary and How Do I Name One?
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What Is an Estate Plan?

March 11, 2023
Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.
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What Is Inheritance Theft?

March 10, 2023
Receiving an inheritance could provide an unexpected (or anticipated) financial windfall. There’s just one thing you may have to contend with – people attempting to steal what you’ve inherited.
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What to Know About Trusts

March 9, 2023
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
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Why We Need Estate Plans?

March 8, 2023
Don't leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.
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Advance Care Planning Docs

March 5, 2023
Depending on their medical condition, persons with dementia are often capable of making their own decisions regarding legal aspects, such as advance care planning.
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What are Medicaid Spousal Impoverishment Numbers in '23?

March 4, 2023
The Centers for Medicare and Medicaid Services (CMS) has released the 2023 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep.
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How Estate Planning Works

March 3, 2023
A not uncommon estate planning scenario is an elderly parent who lives with an adult child, either at the parent(s)’s home or at the child’s home.
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2023 Taxes: Estate, Gift, etc.

March 2, 2023
The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
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The Basics of Asset Protection

February 26, 2023
Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.
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