When it becomes time for a parent or loved-one to go to a long-term care facility or nursing home, the most common way to pay for that care usually is […]
Read MoreMedicaid Look-Back Period vs. Disqualification Period
Warning Signs Your Elderly Family Member May Need Help
“Mom was fine last time I saw her!” “How could things have gotten this bad for Dad, I was just there?!” “Are you sure there is a problem, maybe you […]
Read MoreDon’t Forget to Check Your Beneficiary Designations
A Beneficiary Designation is an agreement that you enter into with a company that is holding financial assets for you. Beneficiary Designations are very common for Retirement Accounts, Life Insurance, […]
Read MorePet Trusts
For some people, whose animals are closer to them than any family, there is a way to ensure that their pets receive the kind of care that the owner would […]
Read MoreWhen is it time to review your Estate Planning Documents?
While it would be nice to create your Estate Planning documents and then forget them… that is not always the best choice to ensure that your documents will do what […]
Read MoreCaregiver Agreements
When an aging parent starts to need assistance around the house, most adult children start to step in. There is an estimated 22 to 26 million American adults providing care […]
Read MoreLetters of Instruction
Letters of Instruction are documents prepared to provide the Trustee of a Trust directions on how to administer assets to best suit the intentions of the person who has created […]
Read MoreFund Your Trust
As a part of Estate Plans, more and more people are considering Revocable Trusts as tools to avoid Probate Court and control the transfer of their homes, cars and bank […]
Read MoreDividing Personal Property Among Heirs
“My children can just decide among themselves how to divide up my property” Even the most cooperative heirs can find themselves disagreeing on how to handle furniture, paintings, cars, family […]
Read MoreNatural Disaster Preparedness for your Family
The stories of people losing their homes, property, and loved ones to natural disasters are filling news feeds. From the East to West Coast, the risks of dealing with a […]
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