March 8, 2022 •
Estate Planning 
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
Read MoreNovember 4, 2021 •
Estate Planning 
A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.
Read MoreAugust 19, 2021 •
Estate Planning ![]()
There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care.
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Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
Read MoreMay 26, 2021 •
Estate Planning ![]()
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Read MoreOctober 27, 2020 •
Estate Planning ![]()
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
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