by Rebekah Williams | May 18, 2020
Are you unsure as to how to protect your (or your parents’) money from Medicaid? The elderly may find themselves facing financial ruin in their later years. Fortunately, there’s Medicaid, but in most cases, they have to spend down almost all their savings...
by Gregg Garofalo | April 28, 2020
A qualified estate planning team’s approach to counseling will be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is the niche trust. What is a trust? Usually when we speak about a...
