Most parents recognize that they need to consider their estate plan in terms of how to protect their children in the future. But when your child has special emotional, physical or mental challenges, the process of estate planning is even more important. One of the main reasons you want to put together an appropriate estate […]

In this episode we explain estate taxes and explore some ways that they can be minimized or avoided.

  The Roth IRA is one of the most popular accounts that allow people to invest tax-free for their retirement. However, if people earn too much, they will not be eligible to contribute directly to a Roth IRA. But meeting with an experienced financial planner in conjunction with other professionals such as your estate planning […]

  You might assume that you are still in relatively good health and facing low chances of being put inside a nursing or retirement home. However, new information shows that more than 50% of Americans between the ages of 57 and 61 will spend some time in a nursing home. That’s according to the RAND […]

Looking down the road to retirement? You’ve probably considered a broad range of issues, including what you’ve saved so far, what you might need for health care, and how you intend to live during retirement.  There’s no doubt that you are thinking ahead about your retirement planning goals when wanting to plan for your future. […]

A family that has amassed a significant amount of wealth will have special planning considerations that should be addressed directly by an estate planning attorney. When contemplating a major charitable gift, you have several different options at your disposal including charitable trust, private family foundations and donor advised funds. These are all unique and should […]

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 […]