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Why Your Medical and Financial POAs Should be Separate
A Last Will and Testament cannot be used to handle your affairs if you experience a mental disability
When to Use a Lifetime Trust
Irrevocable Trusts are a standard in advanced estate planning. These trusts offer estate tax reduction, asset protection and probate avoidance
Basics of Asset Protection
Asset protection is the safeguarding of your physical and financial property against creditor judgments, negligence lawsuits, and divorcing spouses.
How is Medicaid Different from Medicare?
The Federal government created both Medicaid and Medicare to assist some Americans with the high cost of health care.
How to Avoid the Gift Tax
Did you know that gifting assets can reduce your estate taxes? You must, however, abide by gift tax laws, or you could owe tax for gifted items.
Basics of Medicare
Medicare, health insurance for elderly and disabled Americans, is a large system that can seem confusing. Here are some basics to help you understand all types of Medicare.
Legacy Planning Basics
Do you have an estate plan? If so, have you considered taking your plan up a notch with legacy planning?
Don’t Forget to Choose a Guardian for Your Children
Do you have minor children? If so, you should name a guardian for your children right away
Role and Responsibilities of a Personal Representative
A Personal Representative (sometimes called an administrator or an executor) is a person who is given the responsibility of settling the estate of a deceased person
What options are available for seniors needing additional funds? Senior citizens have unique challenges when faced with unexpected expenses.
Common Mistakes You Don’t
Although everyone’s estate plan is unique, there are a number of common mistakes that can cause your loved ones unnecessary grief down the road
Planning for Medical Emergencies
Planning for a medical emergency is one of the most important things you can do for you and your family.
How Your Loved Ones May Suffer If You Fail To Plan for Your Death
If you have a family or loved ones who mean a lot to you, then you owe it to them to plan ahead in the event of your untimely death
Signs of Elder Abuse--How to Protect Your Loved Ones
If you are one of the millions of Americans who has an elderly family member in the care of someone outside the family
Dealing With The Death of A Family Member--Common Steps That Must Be Taken
As much as we all wish that we would never be faced with the death of a close family member, it may happen at some point in time
The best documents & resources to start and grow a business.
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