Do not put off finalizing and signing your estate planning documents, just because you have reached...
Latest articles
What are the “Six L’s” of Small Business Planning?
Small-business owners pour their blood, sweat and tears into their enterprises, so it’s no wonder...
How Do I Avoid Probate for a CD?
Is there a Certificate of Deposit for a husband and wife where if one passes away, the CD is not...
What Does ‘Getting Your Affairs in Order’ Really Mean?
We talked about the various things you should think about and get in order, so that if ‘something...
What is a Medicaid Annuity?
A Medicaid-compliant annuity can be especially beneficial for couples, where one person needs a...
Do I Need to Update My Estate Plan if I Relocate for Retirement?
You may have a will or a full estate plan that was prepared by an attorney in another state, or...
8 Places Seniors Can Travel on the Cheap
If you are on the fence about where to spend your hard-earned money, think of travel as an...
5 Reasons Why Your Retirement Savings Might Not Last Long Enough
If you live for 20 years after you retire, you will need $100,000 to $120,000 just for your medical...
What’s a Death Tax?
Sometimes people confuse the estate tax with an income tax, but it is not a tax on income. It is a...
What the Elder Law Attorney Needs to Know
When you meet with an elder law estate planning lawyer, honesty is the best policy, even though it...