Posts in 2023

Aug 09 The Importance of Aligning Assets with Your Estate Plan

Many perceive estate planning as a one-time chore that, once accomplished, can be filed away until their death. However, without ...

Jul 12 The Perils of Do-it-Yourself Estate Planning

While it may be tempting to believe creating your estate plan with do-it-yourself documents will save you money, it can be costly ...

Jun 14 What is the ‘Five Year Look Back’ Period?

For individuals to receive federal assistance through the Medicaid program, which can help contribute financial assistance for ...

May 17 Medicaid Planning: Proactive Strategies for Protecting Assets from Long Term Care Costs

We have many clients who want to protect some of their assets in the event they require long term care in the future. Some want to ...