Stuck @ Home During the COVID-19 Outbreak? Attend a Webinar!
We know the COVID-19 pandemic is causing more stress every day. This is a scary and unpredictable time for all of us. Not being prepared with a solid Estate Plan...
Considering a Medicaid Asset Protection Trust?
Medicaid Asset Protection Trusts: The Basics When you transfer part of your assets to a Medicaid Asset Protection Trust, you can qualify for Medicaid assistance without losing any of the...
Special Needs Trusts: How Do They Work?
The main function of Special Needs Trusts are to ensure future aid for a dependent without triggering a disqualification from government aid programs. As is the case with many other...
4 Ways To Upgrade Your Estate Plan
Everyone has heard stories of famous people who died without a decent estate plan in place. This has been a hot topic in recent years with Prince and Aretha Franklin...
Business Owners Should Always Create an Estate Plan
What happens if you die without leaving a will or estate plan? We can tell you it is probably the last thing you’d ever want. This is because the government...
Hackers are ramping up attacks on financial accounts
The idea of losing your life savings to hackers is terrifying — and it’s why an increasing number of folks are choosing not to consolidate their retirement assets, even if...
Should I be concerned about avoiding probate?
Avoiding probate doesn’t have to be difficult. Probate is a court process through which, at the time of your death, your Will is proven to be valid and your Executor...
Help Elderly Loved Ones Avoid Senior Scams
Many of today’s senior scams are so poorly executed that they can often be viewed as ridiculous once you hear the actual voicemail or see the error-filled email, but this...
Senior Loneliness has Become a Major Issue
A new body of evidence has accumulated just last year showing that senior loneliness has now become an epidemic in our country. Aging adults certainly aren’t immune from this epidemic....
SECURE Act has Major Implications for Inherited & Traditional IRAs
President Trump signed the SECURE Act into law earlier this week as part of the government’s new spending bill and experts agree that this will influence most retirement savers in...
Check in on Elderly Loved Ones During Holidays
With the Holiday season now underway and many families getting together, you might consider this as a unique opportunity to check on your elderly loved ones wellbeing. While we’d all...
Long Term Health Care Costs are Increasing
Recently, Genworth Financial published the results of its 15th Annual Cost of Care Survey. This comprehensive study is one of the most thorough publicly distributed analyses of long-term care costs...