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5 Legal Steps That Can Protect Your Aging Parents — and Your Family
Worried about legal planning for aging parents? Learn 5 essential steps every family should take to protect assets, honor wishes, and avoid legal headaches.
Avoiding Common Probate Pitfalls: A Guide for Families
Navigating the probate process can be challenging, but it doesn’t have to be. Taking the time now to learn about the probate process and understand some of the more common probate pitfalls and roadblocks can help you and your family avoid unnecessary stress and...
Secrets: What Your Children Need to Know About Your Estate Plan
Sometimes secrets can be really fun. In fact, I remember back when our daughter was four years old my wife and I kept a big secret from her. We were surprising her with a trip to Walt Disney World for her upcoming birthday, in conjunction with an estate planning...
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Asset Protection — What Is It and Why Do You Need It
Estate planning can seem complicated, but often it's just because the vocabulary isn't familiar. Here is what you need to know about asset protection: What is asset protection? What risks should I protect against? What timelines should I consider when it comes to...
What is probate and why do people want to avoid it?
You may have heard people discuss probate and how horrible it is. But what in the world is probate? And why do people want to avoid it?
Protect Your Digital Assets the Easy Way
A few years ago it was fairly unusual to think of including digital assets in your estate plan. These days it is just too important to ignore. So much of our lives happen online. It is crucial to now consider these things when creating an estate plan. What is a...
7 Things To Do BEFORE Your Parent Goes To a Nursing Home
Taking care of these seven things before your parent goes to the nursing home will save you time, money, and heartache. The decision to go into a nursing home is rarely an easy one, but there are things you can do to make the transition is a little easier. In this...
6 Estate Planning Pitfalls to Avoid
Unfortunately, printing a will from the internet and filling in the blanks does not create an effective estate plan. It's best if you take some time to educate yourself about the estate planning process, and that includes estate planning pitfalls to avoid. Here are...
The Difference Between Medicaid and Medicare for Seniors
Medicaid and Medicare are the two primary healthcare programs available to assist seniors with medical expenses. Unfortunately, their names are very similar, so it causes a lot of confusion. In this article, we will try to reduce some of that confusion by summarizing...
How to Pay for Nursing Home Costs
How do you pay the exorbitant fees for nursing home care? And is it possible to keep life savings from being depleted by nursing home costs? Yes! Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently...
8 Keys to Effective Long-Term Care Planning
Long-term Care Planning is one of the biggest issues facing aging adults today. Experts project that nearly 70% of all individuals will need long-term care at some point in their life. And yet, that care is outrageously expensive at a time in life where one is...
Medicaid Help
When a loved one needs nursing home care, that is one of the most stressful things a family faces. We help families every day deal with this difficult issue. One of the biggest concerns is often “how do we pay for it?” Nursing homes are expensive, often $10,000 per...
Is Your Loved One in a Nursing Home?
Is your spouse, parent, sibling, or loved one in a nursing home? Are you worried about running out of money? Have you been told it’s too late to protect assets? These are common concerns we hear when meeting with clients for the first time. Our advice is this: It’s...