Using Estate Planning to Prepare for Medicaid

Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.  Long-term care can be very expensive, especially around-the-clock nursing home care. Most people end up paying for nursing home care […]

Understanding the Common Types of Trusts

A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a “trustee,” holds legal title to property for another person, called a “beneficiary.” Trusts fall into two basic categories: testamentary and inter vivos. A testamentary trust is one created by your will, and it […]

How We Help Keep Your Estate Plan Current

Things Change           The minute a client leaves our office, things start to change.  They get a little older each day, assets increase or decrease, health improves or gets worse, they move or change phone numbers, or the law changes. The list goes on and on. Estate Plans Need Maintenance Estate plans are just like cars […]

Is a Pre Paid Funeral Plan Right for You?

As we get older, and perhaps having to plan a funeral for a loved one ourselves, many people are thinking far ahead and planning and pre-paying for their own funerals. If you have had to go through the process of planning a funeral for a loved one that has passed, you know how difficult it […]

New Tax Laws and the Implications it May Have on Your Estate Plan

When people create an estate plan, often times they fail to realize that it is a living entity and as such needs to be updated as your life progresses and changes. While the majority of estate plans do not have to worry about paying the federal estate tax, this shouldn’t be an excuse from determining […]

Estate Planning with Children Who Have Special Needs

Estate planning is always a good practice, but when it comes to a parent that has a child who has special needs, it is almost a necessity. All cases are different from the levels of care, varying greatly from situation to situation. Proper planning on the parents part will not only benefit the child, including […]