News & Resources

If completing an estate plan has been on your to-do list for years – now is the time to get it done. Now is the time to check in with your loved ones on whether they need to do some planning while we face a global health crisis. No matter the size of your resources

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

At first, it may seem like a responsible idea to put your important estate planning documents into a safe deposit box at a bank, where the documents will be safe and protected. But storing your documents this way could result in unintended consequences upon your death. If a Personal Representative (PR) or Trustee has not

You may have created a trust to protect your assets if you need nursing home care or, you may advise clients who have done this.  I am going to call this type of trust a Medicaid Asset Protection Trust. As you probably remember, five years must pass before the assets in this trust are protected.