NOW IS YOUR LAST CHANCE TO SAVE ON YOUR 2022 TAXES

October 3, 2022

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount of time and effort into strategically reducing your taxes can […]

Medicaid & Medicaid Asset Protection Trust

July 25, 2022

MEDICAID,

What is a Medicaid Asset Protection Trust (MAPT)? When you think about estate planning, do not overlook eligibility for Medicaid. Many are of the mindset that they can avoid formal estate planning and still be eligible for Medicaid. The biggest mistake that people tend to make is transferring assets to their children to protect them, […]

TRY THE KIDS PROTECTION PLAN®

July 15, 2022

Family,

IT CAN HAPPEN TO YOU No one likes to think that something unexpected might happen to them, even though we know it happens to others just like us. Think about it, there’s an accident, the kids are at home with the babysitter, and mom and dad don’t make it home from their night out. When […]