July 1, 2022 •
Estate Planning 
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
Read MoreJune 21, 2022 •
Estate Planning 
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
Read MoreApril 8, 2022 •
Estate Planning 
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
Read MoreMarch 1, 2022 •
Estate Planning 
Adult children typically don’t have to pay their parents’ bills. However, there are exceptions. Even when a child doesn’t have to pay directly, debt could reduce what they inherit.
Read MoreDecember 13, 2021 •
Estate Planning 
For some, retirement means ‘where will we play today's round of golf?’ For others, it could mean, ‘do I pay for my meds or my rent?’ In either case, a few concerns touch every retiree. The topic of long-term care is one of them, at least subconsciously. The question that causes more than a few sleepless nights is, ‘What happens when I can't take care of myself anymore?’
Read MoreNovember 10, 2021 •
Estate Planning 
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
Read MoreOctober 5, 2021 •
Estate Planning ![]()
As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
Read MoreJuly 23, 2021 •
Estate Planning ![]()
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
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