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What Is An Estate Plan?
September 28, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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Three Estate Planning Items Everyone Needs
September 28, 2023A basic estate plan is essential for everyone, regardless of income, net worth, or age, because we all want to minimize confusion, unnecessary costs, and stress for loved ones after a death or in the event of incapacity.
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The Peace of Pre-Planning
September 26, 2023When discussing end-of-life matters, prioritizing funeral pre-planning is crucial to help ease the burden on family members.
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Hospice Care
September 25, 2023The primary purpose of hospice care is to manage pain and other symptoms during the last six months of life where treatments focus on comfort rather than curing the underlying disease.
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Legal Documents
August 21, 2023Don't wait until it's too late to initiate the planning of your legal and financial matters.
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Estate Planning Odds n’ Ends
August 21, 2023Consider This Scenario We live in a day and time where we have blended families,...
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The Importance to You and Your Loved Ones of Having an Estate Plan
July 14, 2023An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the event you become ill, and your accounts and property pass down according to your wishes.
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Why an Irrevocable Trust May Be Superior to Gifting
July 12, 2023Although setting up an irrevocable trust lacks the simplicity of giving a gift, it may be a better way to preserve assets for the future.
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What Are Medicaid Asset Protection Trusts?
July 12, 2023Discover how strategic planning can safeguard your assets and qualify you for Medicaid benefits in this informative article by our trusted partner, Pearson Bollman Law. Explore the effective strategy of Medicaid Asset Protection Trusts (MAPTs), irrevocable trusts established during your lifetime.
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Understanding Living Trusts
July 12, 2023As they approach their retirement years, John and Sarah contemplate their legacy and how to ensure their wishes are known and respected when it comes to their estate.
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