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Is ABLE to Account the Same as Special Needs Trust?

August 24, 2022

Because of astronomical costs of care and support—often more than $100,000 per year—most individuals with disabilities will need government assistance, such as Supplemental Security Income and Medicaid.

Estate Planning

Planning Your Estate? Remember The Income Tax

August 23, 2022

Avoidance of estate taxes is one consideration in estate planning.

Estate Planning

What are Alternatives to Guardianship?

August 22, 2022

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

Estate Planning

Medicaid Crisis Plans for Long-Term Care Costs

August 19, 2022

In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.

Estate Planning

Will Inflation Have an Impact on My Retirement?

August 18, 2022

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.

Estate Planning

Why Do I Need Life Insurance?

August 17, 2022

Life insurance is designed to protect your loved ones’ financial security if you pass away.

Estate Planning

Remember Medicare’s Important Deadlines

August 16, 2022

Learn the most important deadlines you or a loved one will have to keep in mind for Medicare.

Estate Planning

What Does a Funeral Cost These Days?

August 15, 2022

The kind of burial you choose can have a massive impact on yourfuneral costs.

Estate Planning

Should I Use a Special Needs Trust?

August 12, 2022

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

Estate Planning

What Is Ambiguous Loss Concerning Dementia Patients?

August 11, 2022

Your loved one is there but not there. They may be sitting right next to you, holding your hand, looking into your eyes, but they really aren’t there in quite the same way.

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Hablamos Español!

Estate Planning and Probate Blog

Is ABLE to Account the Same as Special Needs Trust?

Planning Your Estate? Remember The Income Tax

What are Alternatives to Guardianship?

Medicaid Crisis Plans for Long-Term Care Costs

Will Inflation Have an Impact on My Retirement?

Why Do I Need Life Insurance?

Remember Medicare’s Important Deadlines

What Does a Funeral Cost These Days?

Should I Use a Special Needs Trust?

What Is Ambiguous Loss Concerning Dementia Patients?

Hablamos Español!