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Home » Insights

Why Do I Need Planning For My Special Needs Child?

April 22, 2019

You have a child with special needs and want to ensure that your child is protected and not in danger of losing invaluable government benefits.

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What is the Medicaid 5 Year Look Back?

April 22, 2019

There are many “urban legends” which create much confusion and misinformation regarding the Medicaid 5 year look back.

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What Are Advance Directives and Why Do I Need Them?

May 8, 2018

Advance directives are comprised of three legal documents: Durable Power of Attorney, Health Care Proxy and Living Will.

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How to Save Your Estate From a Gold-Digging Spouse

October 14, 2016

[CNBC.COM] Poor estate planning can create problems for your new spouse and your kids from a prior marriage.

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No Will or Estate Plan? Big Problem … For You and Your Heirs

September 9, 2016

[CNBC.COM] While estate planning is often associated with the wealthy, financial advisors say most Americans can benefit from it.

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