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Long-Term Care Planning, Part 1 A Central Requirement

Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind…

You have made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations,…

You’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve…

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their…

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most…

A Special Needs Trust is a trust that can supplement the needs of a special needs beneficiary while allowing the beneficiary to…

All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best…

Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the…

The Medicaid Trust One currently-effective planning technique is to transfer assets into a ‘Medicaid’ trust. In a Medicaid trust, the trust maker…

Before any trip, most of us create a “to-do list” of things we have put off and want to take care of…