• Shrink text
  • Enlarge text
  • Mail this page

Latest Blog Posts

Do Not Confuse a Trustee With a Care Manager

Posted on: June 5th, 2017
Often special needs trustees are involved in many aspects of a beneficiary's life. This level of involvement can be confusing for beneficiaries and their families who may be under the impression that trustees can make decisions regarding ALL aspects of life....

Is Medicaid Planning for Everybody?

Posted on: May 15th, 2017
Before families ask if they have too many assets for Medicaid Planning, they should consider two other important questions....

4 Important Reasons Small Business Owners Need to Plan

Posted on: April 18th, 2017
It is critical that small business owners take the time to plan, so if the unexpected happens their family and their business interests are taken care of....

7 Key Areas to Know if Your Plan Needs Updating

Posted on: March 1st, 2017
Estate planning is a process. It is not a one-time event. As your life and the law change, so should your plan....

You're the General Manager When it Comes to Creating a Championship Plan

Posted on: February 15th, 2017
Effective estate planning isn't a one time event. In order to have the most effective plan possible, we need to take note of what has changed in our lives since our plan was last drafted. We also need to be aware of what is changing around us with regards to the law....

Reduce Confusion By Organizing Your Estate Plan

Posted on: January 25th, 2017
Estate planning can be confusing and overwhelming. Cut down on the confusion with this checklist for getting your plan organized....
Posts: 1 2 3 4 5 6 7 All