It’s easy to make mistakes when it comes to inheritances and Medicaid mistakes and it can be costly...
Category - Estate Planning
The Importance of a Living Will
A living will can be beneficial to any estate plan. It lays out your preferences for life...
What is a Letter of Instruction for an Estate Plan?
A Letter Of Instruction (LOI) conveys your desires, includes practical information about where to...
Checkup on Your Estate Plan
Every once in awhile, you should be checking up your estate planning documents to make sure they’re...
Older Americans Facing Gray Divorce are Destroying Their Finances
Gray divorce is increasingly common for Americans aged 50 or more. The term gray divorce generally...
Is Your Social Security at Risk?
Medicare and Social Security are at risk of insolvency, according to a recent government report...
Plan for Your Health Care Power of Attorney During the COVID-19 Pandemic
During this coronavirus pandemic, you should ask this difficult question: if you or a loved one...
The Impact of COVID-19 on Social Security Funding
The US Social Security Administrations has funding trusts known as the Old-Age and Survivors...
Plan for Your Special Needs Child with a Letter of Intent
Writing a letter of intent (LOI) for your child with special needs can help bring them family...
Millennials Plan for Financial Freedom
Millennials include fiscally conservative, savings oriented, and future planners seeking financial...