Recent Blog Posts
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 discussion within the media and elsewhere about the Paycheck Protection Program (“PPP”), in addition to the Economic Injury Disaster Loan (“EIDL”) program for businesses,… Read More »
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 within senior living communities. Senior living facilities in many states are now reporting upticks in coronavirus cases. As we all know at this point,… Read More »
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.” Such a proxy, which is often referred to as a healthcare “agent”, is a person who you can appoint to make decisions on your… Read More »
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 your last day of work, five years before, and then one year prior to your retirement date. Some of the biggest threats to your… Read More »
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 attorney, as well as healthcare directives. Powers of attorney can be thought of as a piece of legal documentation, which states that, for example,… Read More »
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 so you can show them you love them when they need it most. Get Your Kit
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 of your business or how to improve your estate planning efforts we are happy to discuss these issues if you’d like to give us… Read More »
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 can leave you more vulnerable.Having powers of attorney and health care directives in place are important and simple ways to avoid making a hard… Read More »
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 property or income you’ve likely spent years acquiring. To keep your assets from being counted as a potential penalty against you when you apply… Read More »
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 kinds of trusts, funds within these trusts are protected from claims of creditors, which includes credit card companies, landlords and other lending institutions. Any… Read More »