Blog
- Estate Planning
Even though nearly half of Americans age 55 or older acknowledge that estate planning is important, few have wills, powers of attorney,...
- Estate Planning
With the Internet of Things (IoT), identifying and managing your digital property is more important than ever. From smart home devices to...
- Estate Planning
Unless big changes arise, the forty-year inflationary high is going to continue well into 2023. Bankrate’s Third-Quarter Economic Indicator poll projects inflation...
- Estate Planning
Fiduciaries are individuals, professionals, or organizations that are legally obligated to act in the best interest of their appointed beneficiaries. Carrying out...
- Estate Planning, Uncategorized
CMS has proposed simplifying Medicaid enrollment and increasing the number of people eligible to obtain and maintain coverage. Overall the goal is...
- Estate Planning
It is common today for families to have stepchildren, and in cases of inheritance, stepchildren are often treated the same as biological...
- Estate Planning
Power of Attorney (POA) documents are an essential part of estate planning. All states recognize powers of attorney, but rules and requirements...
- Estate Planning, Trust Planning, Will
With a comprehensive estate plan, you can ensure a successful transfer of wealth to your loved ones. However, many of us often...
- Estate Planning
Low-income seniors with limited assets and income can obtain healthcare and long-term care through Medicaid, a federal/state program. Many seniors believe their...