If you are receiving Medicaid benefits and your spouse passes away, you may find yourself at risk of losing your benefits. Under most state’s law, a widow or widower has the option to receive what is known as an “elective…
The Importance of Asset Alignment Establishing a trust is a great first step toward planning for your future and protecting your family. However, if you haven’t taken the step to have your assets aligned, it may be as good as…
People are trustworthy, and the world is full of good, yet that doesn’t mean evil doesn’t exist. There are plenty of bad actors out there, and among the worst are those who prey on well-meaning individuals working only to protect…
This modern, data-driven world offers little in the way of privacy, and yet most folks still assume their most intimate affairs won’t wander into the public domain. This is a risky assumption and yet the reason might surprise you. It’s…
Your estate plan is finished. You’ve dotted your I’s, crossed your T’s, and you’re feeling good about the work you’ve done in the interest of protecting your family. But how do you ensure the intention behind your effort will shine…
An estate plan is a set of powerful tools that protect your wealth and furnish you with financial security. However, like all powerful tools, estate planning techniques are subject to misuse and when this happens, the consequences can be severe.…
Did you know that millennials collectively only own about 5% of the country’s overall wealth? Baby boomers, on the other hand, own about 52%! With that in mind, it’s crucial to understand how to pass along your generational wealth to…