We understand Estate Planning can be a daunting task. It can definitely be hard to sit down and write your Will, considering all the questions that have to be asked and answered in doing so. It may also be complicated to choose a Health Care Proxy, should you choose to create a Living Will, for […]

The truth is, there are many ways to protect your money from Medicaid. Here are some of the most common, which are also listed in the article linked below: 1. Asset Protection Trusts 2. Income Trusts  3. Private Annuities and Promissary Notes  4. A Caregiver Statement  5. Spousal Transfers and Spousal Refusals You may have […]

Creating a Trust can be a major part of your Estate Plan. In fact, when considering any kind of asset protection, a Trust often comes into play. It is important to understand the different types of trusts, what they are for, and how they can benefit you in your situation. For example, a Revocable Trust […]

Do you have a special furry (or scaly, or feathery!) friend at home? Have you considered who will take care of him/her when you are no longer capable? Nowadays, it is commonplace to write your pet into your Will, name a caretaker and allocate certain funds. Sometimes, clients even opt to create Pet Trusts, in […]

Sitting down to create your Estate Plan can certainly be a daunting task. So, once you’ve gotten in the mindset of writing a Will and making big decisions, it’s important every issue is addressed and your documents are executed properly. An Estate Plan can consist of a wide array of documents such as a Last […]

When you think about drawing up a will, you consider countless things. Who will take care of your children if you and /or your partner pass way? To whom do you wish your assets to go to? Who will inherit that beloved diamond ring that’s been in the family for hundreds of years? But did […]

When you think of Estate Plans, of Last Wills and Health Care Proxies, do you think it’s a conversation for the end of the line? Today, there’s a new way to look at it. Instead of planning for your death, plan for your life! Make sure to maximize your life, everything from your financial situation […]

Beginning a conversation about creating an Estate Plan can often be a source of difficulty when it comes to your parents. However, as dreaded as this may be, it is imperative to have the talk and ask all the questions you can foresee in a calm, comfortable setting. Before your parents are incapable of making […]

Do you know how to make sure you qualify for Medicaid? Are you aware there are many legal ways to properly qualify for Medicaid, even if you are wealthy? Do you know the ethical concerns that come with Medicaid asset protection? It all comes down to figuring out what you need and how to get […]

Getting divorced? Amid the myriad of paperwork and decisions you have to make, it may surprise you there’s one more giant item on your list. Your estate plan! When getting a divorce, everything from your power of attorney to your will may change. You also have to make sure you know who is authorized to […]