2023 Wills and Estate Planning Study
There is a tremendous amount of misinformation circulating about the entire estate-planning process. Let us help you understand your options. There is no cost to meet with us.
There is a tremendous amount of misinformation circulating about the entire estate-planning process. Let us help you understand your options. There is no cost to meet with us.
Medicaid penalizes all gifts, whether large or small, and regardless of purpose.
Andy Williams was right! It is the most wonderful time of the year, but it is also something else- it is the most dangerous time of the year for many of us!
You will most likely be spending a great deal of time over the next couple of months with older relatives, some who you have not seen since this time last year.
Do your loved ones a favor- go ahead and finalize your Will, Power of Attorney and all the healthcare documents now, while you have your mental and physical capacity. You can always change them as circumstances change but at least you have them in place if you are unfortunate and have a crisis occur. No one will fault you for having your plans in place but I can guarantee you that if you don’t, people will wonder why you waited too long.
Medicaid penalizes all gifts, whether large or small, and regardless of purpose.
You will most likely be spending a great deal of time over the next couple of months with older relatives, some who you have not seen since this time last year.
Andy Williams was right! It is the most wonderful time of the year, but it is also something else- it is the most dangerous time of the year for many of us!
As a parent, there are many things to worry about for your children’s sake, most of which will never come true.
Clients ask us all the time, “Where should I keep my estate-planning documents?” Some clients have safe deposit boxes and their thinking is that this is the appropriate place to store their original documents.