The Medicaid Qualifying Process: A Five Year Retrospective Without Penalties
Planning is essential when dealing with long-term care since nearly everyone will require it at some point. While we cannot…
Having an Estate Planning Discussion with Your Parents
Some of us may find it difficult to talk with our parents about estate planning. Despite the challenging nature of…
The Health Challenges Posed by Dementia Are Significant
A person with dementia is diagnosed every three seconds somewhere in the world. Dementia is a catchall phrase that refers…
Preparing for Your Aging Parent’s Care
While every situation in which you provide care to a parent is unique, there is one truism: preparation is key.…
A Well-Structured Estate Plan Can Minimize Heir Conflicts
Your children, including minors and adults, may not agree about your family circumstances, including who should inherit your estate. Relationships…
How Entrepreneurs Can Plan Their Estates
In addition to motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication, and collaboration, entrepreneurs possess a flexible mindset and…
How to Avoid Making Mistakes When Appointing Beneficiaries
You likely have a beneficiary since these are common designations in retirement accounts, wills, and trusts. A beneficiary is an…
Creating a Charitable Trust Can Provide Your Heirs With Income
A charitable trust is an irrevocable trust that provides income to your heirs while also benefiting you or a charity.…
Stigmas Surrounding Alzheimer’s Disease
It can be difficult for the entire family when someone is losing their memory. The person who has been the…
Managing the Financial Needs of Children With Special Needs
Estate planning presents unique challenges when it comes to special needs children. Optimizing your estate to use, enhance, and enrich…