2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

October 24, 2022

This year, Estate Planning Awareness Week runs from October 24th to 30th, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know […]

What Your Last Will & Testament Will (And Will Not) Do – Part 2

October 17, 2022

ESTATE PLANNING,

While having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict. With this in mind, this series […]

What Your Last Will & Testament Will (And Will Not) Do—Part 2

How Estate Planning Can Reduce The High Cost Of Dying – Part 2

October 14, 2022

ESTATE PLANNING,

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census figures, the pandemic caused the […]

What Your Last Will & Testament Will (And Will Not) Do – Part 1

October 10, 2022

ESTATE PLANNING,

If you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults over age 18 should have this […]

What Your Last Will & Testament Will (And Will Not) Do—Part 1

NOW IS YOUR LAST CHANCE TO SAVE ON YOUR 2022 TAXES

October 3, 2022

ESTATE PLANNING,

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 […]