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Latest Blog Posts

What Assets Are Counted When Applying for SSI?

Posted on: October 22nd, 2018
To be eligible for SSI an applicant can have no more than $2000 in assets, but there are 6 major exclusions that won't count towards that limit......

What You Need to Know About the Tax Cuts and Jobs Act of 2017

Posted on: September 26th, 2018
Congress passed sweeping tax reform in late December 2017. Here's what individuals and business owners need to know......

7 Common Challenges for Effective Estate Planning

Posted on: August 31st, 2018
There are 7 challenges that people often overlook when creating an effective estate plan....

How to Earn Additional Income Without Losing SSI Income

Posted on: June 15th, 2018
Although Supplemental Security Income (SSI) recipients are subject to rigid asset limits, the federal government has provided a few avenues for beneficiaries to earn income that supplements their SSI benefit....

6 Ways to Pay for a Nursing Home

Posted on: April 19th, 2018
Many people still struggle to get long-term care insurance to pay the outrageous costs of nursing home care. So what are the alternatives to help pay for that care?...

Do You Know You Need to Plan But Just Keep Putting It Off?

Posted on: April 10th, 2018
It's easy to put off planning, but planning may be easier than you think, and it provides huge relief once it's been done. Follow our 3-step process for planning and stop procrastinating....
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