Managing COVID-19 Risks in a Long-Term Care Setting
There have already been many reported cases of COVID-19 in the United States, and unfortunately many of these cases have been occurring in older adults living within nursing homes or...
4 Reasons Why Estate Planning Is So Important
It’s All About Protecting Your Loved Ones It seems as though most folks these days are busy planning their next vacation, which car they want to purchase next, or even...
Does a No-Contest Clause Really Work?
We’re living within an increasingly litigious culture, so perhaps it comes as no surprise that many estate plans are using a no-contest clause. Regrettably, even a family member can file...
Tax Provisions & Coronavirus Relief w/ the “CARES” Act
During these past few months, many individuals are understandably confused by some of the new regulations as well as the coronavirus relief programs available for COVID-19. We’ve seen an ongoing...
Number of Coronavirus Cases Rising in Some Senior Living Communities
With an increasing number of Coronavirus cases springing up across the country, we want to re-iterate the importance of helping your elderly family members stay safe if they are living...
COVID-19 and Your Health Care Directive
An advance health care directive is a legal document that communicates your individual healthcare treatment inclinations (the “living will” portion) but we also recommend that you designate a healthcare “proxy.”...
Ready to Retire? Consider These 3 Retirement Tips
To protect yourself from some of life’s unexpected surprises, we’ve detailed several retirement tips you can use ahead of your decision to stop working. Starting at 10 years prior to...
3 Things to Know About Powers of Attorney
Powers of attorney are just a single component of a well-designed estate planning package. Within such a package, you will usually find a living trust, wills, financial durable powers of...
Free Emergency Estate Protection Kit
When an emergency hits, the last thing you want to do is make things harder for your family. Completing this Free Emergency Estate Protection Kit simplifies decisions for your family...
NOW is the time to consider your estate planning options.
While COVID-19 has disrupted many individuals and businesses it has created an opportunity for those performing estate planning. If you have any questions regarding how COVID-19 has impacted the value...
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...