Blog

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.

How to talk to you spouse of family about the need for a will

Medicaid Planning is the process of using existing laws and financial tools available to achieve Medicaid eligibility.

Many individuals seem to have the mistaken belief that the terms “will” and “trust” are interchangeable. This belief can lead to significant costs that one assumed he was avoiding by executing estate documents. Below, I have listed a few differences that set wills and trusts apart. A will must be probated, but a trust does not. If you have a ...