Recent Blog Posts
Medicaid & Long-Term Care Planning
Will you need long-term care? Studies show that approximately 70% of people reaching age 65 will need some type of long-term care. The average duration of long-term care (including in-home care and institutional custodial care) is 2.2 years if you are male and 3.7...
Beneficiary Designation Mistakes to Avoid
Most people have a substantial percentage of their assets in retirement accounts, stock accounts, bank accounts and insurance policies. These assets are held in “beneficiary form,” meaning you can name a beneficiary to receive the asset or payout at your death. An...
Types of Trusts
People often misunderstand trusts, thinking that they are exclusively for multi-millionaires and their children. While a trust can certainly help someone in that financial situation, trusts can also be helpful in a multitude of other situations. What is a trust? Very...