You may assume that you should use a will as your estate planning centerpiece because you have heard some things that are not true. In this post, we look at some of these misconceptions and a few … [Read more...] about Are You Sure You Should Use a Will?
Estate Planning and Family Heirlooms
Estate planning involves more than just your money, your house and your car. Many clients overlook those valuable family heirlooms, which hold great value, if not monetary, certainly emotional … [Read more...] about Estate Planning and Family Heirlooms
Five Key Facts About Medicaid Planning
You may overlooking a very big expense that you could be confronted with as a senior citizen. Medicare does not pay for a stay in a nursing home, and it will not cover in-home care that is provided by … [Read more...] about Five Key Facts About Medicaid Planning
Preparing for Unexpected Incapacity
Are you prepared for unexpected incapacity? Physical or mental incapacity will prevent you from managing your family's financial affairs. If you are responsible for your family's finances, it is … [Read more...] about Preparing for Unexpected Incapacity
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary designations can be deceptively simple. But their simplicity is like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
