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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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Powers of Attorney: Your Most Important Estate Planning Documents
July 12, 2023In the face of unexpected medical crises, many families find themselves in situations like those described in the following article. Before your family faces such an urgent situation, LivWell Seniors aims to assist everyone in developing a clear understanding of the three types of Powers of Attorney: Financial, Healthcare, and Living Will.
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Planning Ahead for Legal Matters
July 12, 2023It's understandable to put off planning legal affairs such as estate planning or creating a will because it can be overwhelming and uncomfortable to confront our own mortality. However, waiting until a crisis occurs can make the situation even more difficult to manage.
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Do You Need a Will?
July 12, 2023When a loved one passes away, it's a difficult time for any family. The grieving process is further complicated when there are uncertainties and conflicts regarding the distribution of assets and carrying out the final wishes of the deceased.
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