February 2020

When a single person needs Medicaid benefits to pay for in-home, assisted living, or nursing home care it is true that the asset protection options are limited compared to a married person in the same situation. But there are still some options. Check out the tips below and join us on March 10, 2020 at

Transitioning a family business to the next generation very often involves gifting ownership. Here are some tips on gifting ownership to the next generation: 1. Gifting needs to be part of an overall succession strategy. While gifting ownership in a family business is very common, it would be very problematic to make a gift without