Strategies to Qualify for Medicaid
Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
How Can I Minimize Taxes During Retirement?
Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.
George Carlin’s v. Name Image and Likeness (NIL)
This is a new and evolving concern in Estate Planning. It turns out that your digital reach includes you.
How Do I Exit a Timeshare When the Owner Passes Away?
You may hear commercials for companies that say they can get you released from a timeshare purchase and lease agreements. If your parent passes away intestate (without a will) and owned a timeshare, you may not want it.
Understanding Medicaid Asset Protection Trusts
Medicaid Asset Protection Trusts (MAPTs) are a strategic way to qualify for Medicaid benefits and to preserve your assets. This blog explores how MAPTs work and their benefits.
The Twilight of Capacity for an Aging Parent?
The path from capacity to incompetence can be slow and difficult to analyze.
How Can A Teen’s $250,000 Inheritance Vanish?
Learn from a teen’s loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family’s future financial decisions.
When Your Diagnosis Is Dementia…
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
Update Your Estate Plan: Navigating Life’s Changes
Discover why updating your estate plan is crucial for securing your legacy. Don’t wait for a life event to make necessary changes.
Picking a Guardian for the Wee Ones
Start by thinking of family and friends who share your values and have a loving bond with your children. They should be people you trust to raise your little ones with the care, wisdom, and courage of a legendary hero.
