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Latest Blog Posts

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....

An Update on ABLE Accounts

Posted on: April 6th, 2016
On December 19, 2014, the Achieving a Better Life Experience Act (ABLE Act of 2014) was signed into law. This allows those with disabilities to create tax-free savings accounts....
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