There is a constant ebb and flow of economic prosperity, and it’s not always easy to predict where and when the next “crisis” may come up. People are naturally anxious when our future is uncertain, but there are strategies that you can use to protect and preserve your hard-earned assets. Estate planning has the tools you need to gain the stability and peace of mind you deserve. Assess the Economic Climate to Update Read More
Are You Ready to Join the 5-Year Club?
Creating a comprehensive estate plan that protects your assets, enables long-term care, and stands the test of time is one of the most important things a person can do in their lifetime. Proactive planning can save you money and safeguard your legacy, especially in the event of a long-term care crisis. There are many strategic measures that can be taken to improve the financial security of your retirement so that Read More
The “Nest Egg” Trust: Is It Right For You?
As a firm that works diligently to provide the best possible options for estate and elder-care planning, we often get a lot of familiar questions. Although each individual and family has a unique way to get there, each family desires the same thing: financial security and an estate plan that benefits and protects the people who matter most. Our firm has developed some amazing proprietary methods to make sure that you Read More
Planning to Protect From Medicaid Asset Recovery
Every month, more and more Americans enroll in the Medicaid program to pay for their long-term care costs. While this program can help provide important access to healthcare, those considering signing up should be aware of a serious risk that comes with it - Medicaid Asset Recovery. With the right planning, however, you can eliminate the risk of Medicaid asset recovery causing an issue for your loved ones. What is Read More
