Articles

Estate planning is a critical aspect of financial and personal well-being, and it is not a "set it and forget it" process. Your estate plan, which includes documents such as wills, trusts, and powers of attorney, requires regular reviews and updates to ensure it...

Planning for long-term care is a prudent financial and healthcare strategy, even for individuals who are currently healthy. The rationale behind this is simple: long-term care planning is an essential component of comprehensive retirement and estate planning. It's...

The synergy between three essential professionals - a Tax Strategist, Financial Advisor, and Estate Planner - forms a formidable team to help individuals and families navigate the complexities of financial planning and secure their financial futures. Firstly, the Tax...

Many Americans suffer from anxiety, depression, and other mental health issues. While, in many instances, such conditions can be managed with appropriate treatment, others cause debilitating issues. Further, regardless of their severity, mental health concerns can...

It’s important to remember that an estate plan is something that is distinct and unique for each person. Therefore, there are many things that need to be considered when it comes to putting together an estate plan. This is just one of many reasons why you should not...

Estate planning is an important step for anyone, regardless of age. However, it can be especially important for young adults to start thinking about it early on. Estate planning allows you to make decisions about what will happen to your assets, property, and...

A Medicaid Asset Protection Trust (MAPT) is a legal tool used in Medicaid planning to protect assets from being considered for Medicaid eligibility and help preserve those assets for the individual's beneficiaries. The primary purpose of a MAPT is to shield certain...

An estate plan is designed to put you in control by allowing you to retain control over your assets, decisions, and the distribution of your wealth, both during your lifetime and after your passing. Here are some ways in which an estate plan empowers you to maintain...

An accumulation trust, also known as an accumulation and maintenance trust, is a type of trust established for the benefit of beneficiaries who are not yet ready to receive their inheritance outright. The primary purpose of an accumulation trust is to preserve and...

An attorney can play a crucial role in helping you reach your estate planning goals by providing expert legal guidance and assisting you with the necessary documentation and processes. Here are some specific ways in which an attorney can help: Understanding your...