Comprehensive Planning to Protect Your Loved Ones, Assets, and Legacy
Maybe you’re looking to relocate to a state you’ve always dreamed about living in. Or perhaps you just want to downsize to a more manageable property. Whatever the reason, the decision whether to buy or rent a home in retirement is a difficult one. ...
Charitable contributions allow you to assist the people and organizations that have come to mean the most to you over the course of your life. It represents a thoughtful expression of your values and can ensure your legacy for generations to come. ...
Many people believe that estate planning is only for elders. The truth is that younger people, including millennials, can benefit from having an estate plan of their own. Millennials are generally defined as individuals born between 1981 and 199 ...
The United States Department of Health and Human Services estimates that approximately 70 percent of Americans over the age of 65 will need some type of long-term care. Contrary to what many people believe, Medicare does not cover long-term custodial car ...
Medicaid can pay for the long-term institutional care of individuals who meet certain income and asset requirements. However, if the applicant’s assets and income exceed these limits, he or she may not qualify for Medicaid assistance until the limits are ...
Planning for blended families can present unique challenges, in part because the interests of a current spouse and any mutual children often conflict with the desire to provide for one’s children from a previous marriage. For example, if all of an es ...
Every individual and family can benefit from estate planning. For some people, however, effective planning requires a higher level of asset protection. Certain professionals, such as physicians, attorneys, business owners and financial advisors, are ...
Many people are surprised to learn that their Social Security benefits can be subject to federal taxation. Whether your benefits are taxed depends on what is known as your "provisional income." This is your adjusted gross income (not counting Social ...
As we enter the 2021 tax season, however unwillingly and with gritted teeth, you might be interested to know that Americans did not always pay personal income taxes. The policy of taxing personal income began with the onset of the Civil War, when Con ...
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and a brief description of the purpose of each. Last Will and Testament A Last Will and Testament a ...