Although the days of relying entirely on Social Security to fund retirement are long gone,... [Read more...]
Medicaid Planning
When determining whether an individual qualifies for Medicaid, states impose both functional and financial tests.... [Read more...]
How to Choose the Right Fiduciaries for Your Estate Plan
During the creation of your estate plan, you will be required to make numerous decisions.... [Read more...]
What You Need to Know about Alzheimer’s Disease
Sadly, there is a very real possibility that you will be faced with an Alzheimer’s... [Read more...]
Estate Planning and Probate Avoidance
A well-thought-out and comprehensive estate plan should accomplish numerous goals that go above and beyond... [Read more...]
Trust Administration Checklist for the First-Time Trustee
Trusts have been around for a very long time. Although once used almost exclusively by... [Read more...]
Commonly Overlooked Estate Planning Topics
Whether you are new to estate planning or are updating an existing estate plan, it... [Read more...]
Why You Should Review Your Estate Plan When You Retire
Every American should have a comprehensive estate plan in place. For seniors, the need for... [Read more...]
7 Important Differences between a Will and a Trust
Both a Last Will and Testament and a trust agreement can be used to distribute... [Read more...]
Estate Planning For Women: How Is It Different?
All adults should have at least a basic estate plan in place given the numerous... [Read more...]
Which Type of Trust Do I Need?
Most people are familiar with the concept of a trust; however, the thought of creating... [Read more...]
Why Do I Need a Will If I Have a Revocable Living Trust?
Like most people, when you created your initial estate plan, you probably chose to execute... [Read more...]
