Peace of Mind for New Moms and Dads

Most new moms and dads are overwhelmed with a new baby. However, making an estate plan is a relatively simple task that can bring an immense sense of security to your growing family. Here are the basics: Guardianship Your first order of business is to choose a...

My Inheritance – Dos and Don’ts

Were you recently notified that you will be receiving an inheritance? If so, an inheritance can come hand-in-hand with conflicting emotions. An inheritance follows the death of a loved one, and especially in the event of a sudden or unexpected loss, may cause you to...

Estate Planning for New Parents

A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight feedings, and seemingly endless diaper changes, estate planning is likely the last thing on your mind. However, making an estate plan is a relatively simple task...

Tips on Gifting and Medicaid Eligibility

Over half of all seniors who need long-term care end up turning to Medicaid for help covering the cost of that care. Many of them know little, or nothing, about the Medicaid eligibility rule. This is true because those seniors never needed Medicaid prior to their...