Basics of Medicaid
Basics of Medicaid What You Can & Cannot Keep Dear Friend, We meet with families on an almost daily basis to discuss Medicaid qualification, and the number one question we receive is, "How can I qualify for Medicaid without…
3 Essentials For All Families
Dear Friend, Is it just me, or do you have clients that talk themselves out of hiring you? In my experience, there is an unspoken stigma that estate planning is only for the very wealthy, and our firm endlessly strives…
Don’t Doubt Your Impact
Dear Friend, Happy 241ist Independence Day! I'm grateful for America's many forefathers that bravely forged the nation we are privileged to live in today. Just this weekend I read an intriguing and influential article by Tom Vick, the State Bar President…
Why Clients Fail To Plan For Long-Term Care, Part III
Dear Friend, Misconceptions Americans have about long-term care as well as who will need it, as well as the need for coordinated care can hinder a client from planning for their long-term care. In my final look at…
Why Clients Fail To Plan For Long-Term Care, Part II
Dear Friend, Last week we discussed many of the misconceptions Americans have about long-term care as well as who will need it. This week, I wanted to provide you with more information about why your clients are perhaps…
Why Clients Fail To Plan For Long-Term Care, Part I
Dear Friend, Most Americans do not know, or refuse to accept, the facts surrounding their potential need for long-term care and the costs associated with it. This was reconfirmed recently in a telephone survey of 1,735 Americans over…
8 Important Maintenance Questions
Dear Friend, "The riskiest thing we can do is just maintain the status quo." - Bob Iger, CEO, The Walt Disney Company All too often I have had clients start down the path of estate planning only to then allow…
The Special Needs Trust Fairness Act
Dear Friend, We are excited to learn about passage of the Special Needs Trust Fairness Act as part of H.B. 34. This Act will allow a beneficiary with special needs to sign their own first-party special needs trust. Previously,…
Family Coming For Thanksgiving?
Dear Friend, If your family is like mine, the holidays bring with them a LOT of quality family time! And it is during these times that families often notice subtle health and lifestyle changes in elderly parents, aunts &…
New Looming Tax Law Change Will Increase Estate Taxes!
Dear Friend, The IRS recently proposed regulations that will effectively eliminate several commonly used valuation discount strategies. If the IRS's current timetable holds, your clients may lose the ability to take advantage of certain valuation discounts as early as January 1,…