Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax...
Aug 5, 2021 | 4 minute read
Guardianship establishes legal authority to make decisions for someone else. This could be for an adult unable to care for themselves or a child whose parent(s) can’t care for them. Guardianship...
Jun 15, 2021 | 4 minute read
June is Alzheimer’s Awareness Month. Gain insight into the important topic of dementia and money management in this quick guide.
If your parent or loved one has Alzheimer’s disease or another type...
May 17, 2021 | 3 minute read
Do you have an amazing idea, but you’re not sure where to start when it comes to structuring the business? First off, congratulations on your new venture! Below are four different structure types and...
Mar 31, 2021 | 10 minute read
An estate plan maps out how you want your personal and financial affairs to be handled in case of incapacity or death, and how those strategies will be implemented to fulfill your wishes. There is no...
Jan 3, 2020 | 6 minute read
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know the assets you leave behind will continue to be a source of support for your family, friends, and...
May 9, 2018 | 2 minute read
Medicaid will pay for long-term care in an “approved” skilled care facility. In fact, Medicaid pays for most of the long-term care in this country.
Apr 23, 2018 | 2 minute read
Living Wills contain instructions regarding medical treatment in the event of terminal illness or permanent unconsciousness. They must be signed in the presence of two witnesses OR a notary. The...
