What to Bring to Your Initial Estate Planning Meeting
The prospect of putting together your estate plan can seem overwhelming, particularly if it is your first time doing so. There will be terminology to understand and information to gather, ...
What is Trust Administration?
Trusts are valuable estate planning tools for a number of reasons. Most especially, a trust can allow you to circumvent the need for probate, either in whole or in part. ...
Choosing the Right Financial Agent for Your Durable Power of Attorney
As you estate plan, it is also important to plan for incapacity. Incapacity planning is a far too overlooked, but critically important part of estate planning. After all, whether you ...
Planning for Your Children to Inherit Your Home
With a home most often being a person’s most substantial asset, it only makes sense that they would want to leave it to their children. There are actually a number ...
Planning for Assets of Sentimental Value
Much, though not all, of estate planning, involves determining how you wish for your assets to be distributed upon passing away. While many people first think of assets with large ...
The First of October Is International Day of Older Persons
It has been a tough year for all of us. The COVID-19 pandemic has had a profound effect on everyday life in addition to the heartbreak of illness and deaths. ...
LIFELINE FOR SMALL BUSINESSES: PAYCHECK PROTECTION PROGRAM
Today, March 27, 2020, the United States House of Representatives is expected to pass the Coronavirus Aid, Relief, and Economic Security (“CARES” or “CARES Act”) Act. The CARES Act will ...
In this time of uncertainty take a few steps to be prepared
Our current days are filled with much uncertainty and unique challenges. There are many things happening that are out of our control. One way to gain a measure of control ...
Common Reasons for Medicaid Denial
Medicaid, the federally mandated program that provides health care to qualifying, low-income residents across the United States, is administered at the state level. The application procedures and requirements vary from ...
Things to Consider Before Retirement
Whether you are nearing retirement age or just planning for your future, there is a lot to consider before you make the decision to retire. Unfortunately, many people fall short ...