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Introduction To Navigating Long-Term Care: As we age, the prospect of long-term care becomes an important consideration. The rising costs of care can be financially burdensome for individuals and their […]

Protect Your IRA & 401K From Medicaid Planning for long-term care and ensuring your financial stability can be a complex task. As retirement approaches, it becomes increasingly important to protect […]

How Can DIY Estate Plans Fail & Harm Your Family? A quick Google search for ‘Wills’, ‘Trusts’, or ‘Estate Plan’ will provide dozens of results for low-cost, DIY or even […]

What is Estate Planning & Should You Have One? Everyone has an estate.  It includes everything you own.  Your home, bank accounts, cars, personal property, pets and even your social media accounts.  A […]

Managing A Medicaid Crisis In the United States, the median monthly cost of a semi-private room in a nursing home is currently more than $7,400. The cost of a private […]

A retirement plan, such as an IRA, should be incorporated into your estate planning by using beneficiary designation forms. Assets like IRAs with beneficiary designations often transfer outside of the […]

This is a question we get asked on a weekly, if not daily, basis. What information should you have on hand to help administer your estate or your parents’ estate? […]

There are several different measures you can take to help keep your assets safe but these are not any undertakings that you should work on by yourself. In fact, hiring […]

A Trust is a very powerful tool used to maintain control of your assets during your lifetime and throughout incapacity or even death. One of the main reasons many families […]