In this episode I explore some of the threats to an inheritance that children and spouses face, and explore some of the protections that can be put in place with proper planning.

Medicaid is one of the most important governmental service programs that comes into effect when a person no longer has the assets required to pay for long term care such as nursing home and other related services. How you plan for Medicaid, however, is extremely important because you could be blocking yourself from recovering these […]

Say the words estate planning and the typical connotation is someone approaching retirement or thinking about approaching the end of tehri life. However, estate planning benefits far more age categories than just baby boomers and elderly individuals. Estate planning can benefit millennials and young adults too. In fact, some of the most important estate planning […]

As more baby boomers are heading into retirement on a daily basis, common questions emerge regarding estate planning. One of the most common concerns for various baby boomers approaching retirement is how to deal with their homes. This is frequently the most valuable asset for people and is fraught with complicated questions that must be […]

Doing all of the necessary work to put your things in order and to ensure that you have carefully considered all of the different tools and strategies that can be used to accomplish your estate planning goals is only a piece of the puzzle. It is equally important to consider the many different tools and […]

In this episode we examine healthcare documents and a solution for getting them to healthcare providers when they are needed most.

Retirement vehicles can be especially problematic for entrepreneurs who do not have the guidance of an employer or an employer’s selected plan to assist them in the process of finding the right retirement vehicle. Although defined benefit plans were once a critical element of the retirement landscape in the United States, these have fallen out […]

Whether you’re just entering your working years or looking towards retirement, how you save can impact your life after you’re doing working in a big way. Planning ahead can help you achieve targets that give you peace of mind later in life, even if that period is not that far away. New research shows there […]

When it comes to estate planning, it’s hard to know what documents you need versus those that are not necessary for your individual situation. The only way to know for sure is to schedule a meeting with an estate planning lawyer directly. That way you can share your interests and desires and the lawyer can […]

There are many different legal documents that may become an important component of your estate plan. In the event that you become incapacitated, your investments must still be managed, your bills must still be made and other financial issues must be dealt with. A durable power of attorney is a document that helps to ensure […]