Blog

While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.

A new administration usually means that tax code changes are coming.

With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal estate tax, as well as any applicable state estate tax.

COVID-19 has created a sense of urgency for many to get their estate planning documents in order now.

It is important to plan for your family's future.

Senior Citizens and Medicaid Cuts - What could happen?

There is a major difference between medicaid crisis planning and pre-planning.

What could the new healthcare bill in the Senate mean for seniors and long-term care?

Unknown programs are available to help Veterans pay for long-term care.

The Medicaid Planner's role is to achieve the client's planning objectives through the use of various legal tools and avenues.