Estate Planning
Is my estate too small to have a will?
Using a Special Needs Trust to Significantly Reduce Your Estate for Medicaid Eligibility
Are you concerned about the high costs of nursing homes and long term care? Have you known someone who had to liquidate their estate to get Medicaid eligible to go into the nursing home? There are other options available that can make Medicaid eligibility much easier while protecting your family’s assets. For states that follow the SSI standards, a person…
Read MoreEssential Estate Planning Documents
The foundation of your estate plan is based on five (5) essential documents. Your will often focuses on what happens after you die. The other four documents make provisions in case you become mentally incapacitated. These documents specify how financial or health care decisions will be made If you do not have them, your loved…
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