Resources

Resources

Resources Downloads to help you plan well Quick links to all downloads: “Special Stuff” List and Planning Worksheet 12 Reasons Not to Give Property or Money to Your Kids Right Now Checklist: What to Do When a Loved One Dies Funeral Planning Guide Life...
Risks of an Old Will 

Risks of an Old Will 

Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
Medicaid

Medicaid

Medicaid ELDER CARE Using a government benefit such as Medicaid is a fairly common way to pay for long-term care. According to AARP, 65% of nursing home residents use Medicaid to pay for their care. Unfortunately, there is a lot of misinformation out there, which...