Most trusts, even irrevocable ones, no longer work to qualify an individual for Medicaid…...
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7 Key Things When Making A Plan For A Child With Disabilities
Planning ahead seems daunting – but if you take it step by step, it is really not so bad! Step 1...
An Asset Protection Warning For Doctors
The (not so) Magic Umbrella Policy I was recently contacted by a physician with seven figures in...
6 Steps To Protecting Your Assets From Nursing Home Care Costs
This is a must read if you or a loved one is worried about nursing home care costs and the...
13 Misconceptions About Nursing Homes And Your Assets
Knowing the truth about the following misconceptions could be highly beneficial and educating on...
Why DIY Estate Planning Could Cost You And Your Heirs...
You should not sacrifice great planning for a supposed money-saving deal which likely won’t work...
5 Things You May Not Have Considered Estate Planning When...
In second marriages the complications and challenges created by blended families multiply. Getting...
#1 Myth Of Asset Protection: Why You Can Lose Assets In A...
The thinking of many physicians around the country, and unfortunately their advisors as well, is...
Do You Have A Loved One With Special Needs? Consider A Special...
What is a Special Needs Trust? In general, a trust is created when property or assets are managed...
3 Ways To Estate Plan When Remarried
If you follow some simple steps, you can come up with a plan that meets everyone’s needs. Method 1...