Year-end Planning to Protect Your Family’s Future

Year-end Planning

As the year draws to an end, it may be a good idea to take a look at your long term estate plan and make any necessary updates or changes to your plans. Review 2018’s Major Life Events Did this past year bring any major life changes to your family? Maybe you welcomed a new…

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Making Your Estate Plan: What to Prepare for and When

Estate Plan

Nobody likes to think about their eventual death. We have more interesting and pressing matters to think about. However, it is important for everyone, even the younger generations, to have a long term plan in place for when life decides to throw you a curveball. Here is a breakdown of where each generation should be…

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What is Fair in Estate Planning for a Second Marriage?

estate planning

Nobody said that marriage was easy, especially not the second time around when one or more partner has children from a previous marriage. Often, people enter into a second marriage later in life, when they are more settled in their lives and when they have more assets to their name. Speaking with a qualified estate planning…

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Protecting Your Assets from Medicaid


If you’ve taken steps to get the best possible long-term medical care for a loved one with special needs, you also need to think about protecting your assets from Medicaid. This is because the Medicaid standard to establish need essentially requires the recipient to be flat broke. If you leave an inheritance for that loved…

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Creating an Estate Plan for your Digital Assets

Digital Assets

In the age of information and technology, it is inevitable that there will be digital assets in your name; you may have Facebook accounts, Google, Netflix, or Amazon just to name a few. It has become increasingly important to have a plan for your digital assets, not just to make sure everything is taken care…

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Asset Protection for Real Estate Investors

Asset protection for real estate investors

Investing in real estate is a good way to diversify your portfolio and gain reoccurring investment income, but as any investment goes this does not come without its risks. As the landowner of an investment property, you may run the risk of a hefty lawsuit or losses by damaged property if you are not properly…

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Estate Planning Steps for Newlyweds

Estate Planning Steps

It goes without saying that getting married is one of life’s major events. But when you do marry, you have to plan for the future regarding your assets, future assets, whether you have children, plan to have them, or not. Part of that includes estate planning since you will want to protect your assets and…

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The Perfect Holiday Gift Can Be a Part of Your Estate Plan

estate plan

Gift giving can benefit both the giver and the recipient. It feels good to give, sure, but did you know strategic gift giving of personal items can also be a tool in your estate planning toolbox? It can. If you have items you know you want certain family members to have, you can give them…

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Estate Planning Checklist

estate planning checklist

Death and incapacity can be very complicated and overwhelming. It is extremely important to take the necessary steps to protect your loved ones and empower them to make decisions on your behalf if you are unable to do so due to incapacity or death. Estate planning can make these scenarios, in which you are suddenly…

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What To Do When Your Disabled Child Turns Eighteen

Special Needs Adult Children

Graduation. It is a rite of passage for nearly every child. For special needs children, it is still that rite of passage bringing a sense of accomplishment and pride to the child and to the family. It is also a time for new challenges for parents as preparation for their child’s life as an adult…

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