Blog

Medicaid Planning

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

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8 Estate Planning Things to Do Before You Travel

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

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10 Things To Do Before the End of This Year

The end of the year will be here before we know it. But there is still time to meet some major estate…

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10 Things To Do Before the End of This Year

The end of the year will be here before we know it. But there is still time to meet some major estate…

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Planning For Incapacity and Long-Term Care

With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled…

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What is a Power of Attorney

The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature…

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Estate Planning for Women

While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in…

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The Advisory Team Approach to Estate Planning

Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a…

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No Super Committee Action: Now What?

No Super Committee Action: Now What? Now that the so-called ‘super committee’ failed to agree on spending cuts and/or revenue gains to…

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