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Latest Blog Posts

How to Create a Memorandum of Intent

Posted on: June 30th, 2016
Creating a Memorandum of Intent for a child with special needs is vitally important to preserving their way of life if you should pass away. Important preferences about their life, abilities, living situation, work situation, etc. can be conveyed in the letter to help future guardians or trustees make this difficult transition a little easier....

How Will I Pay for Long-term Care?

Posted on: May 23rd, 2016
How do people pay for long-term care when it's so expensive? There are generally 5 ways to pay for long-term care: private pay, Medicare, long-term care insurance, Veterans benefits and Medicaid. Several of these benefit from careful planning with a professional....

Why You Need More Than a Will

Posted on: May 17th, 2016
Due to the increasing costs of aging in America, a Will is no longer an adequate estate plan (because a Will only does its job once you are gone). Everyone should consider a Life Care Plan - a strategy to help mitigate the devastating costs of long-term care....

Guide to Special Needs Planning

Posted on: May 4th, 2016
The basics of planning for a loved one with special needs - what you need to know, what tools are available to help....

Passing the Retirement Nest Egg to the Next Generation

Posted on: April 27th, 2016
It's important for those approaching retirement to understand their planning options, including Retirement Trusts....

Large Retirement Account? How to Avoid the Pending Income Blitz

Posted on: April 20th, 2016
Because so much retirement income comes from 401(k)s these days, there is often a surprise waiting for those with large retirement accounts once required minimum distributions kick in....
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