Estate planning is essential for protecting your interests and those of the people you love in case of death or incapacitation. Don’t let these common estate planning misconceptions derail your legacy.
Read MoreBe sure you are up-to-date on Medicaid rules when it comes to gifting, as some gifts could impact your Medicaid eligibility.
Read MoreDuring these unsettling times we are left wanting to take charge and control of the things we can. This is a perfect time to look at your important legal documents and review and update your estate plan.
Read MoreEver since it was delegated as “Senior Citizens Month” in 1963, May has become a time to honor elder Americans aged 65 and above.
Read MoreCongress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) in December of 2019. The new changes went into effect as of January 1, 2020. These new law changes may affect the way you structure your estate plan and other considerations with your retirement savings.
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