Beneficiary Designations: Why They Matter
When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail. ...
Is Long-Term Care Insurance (LTCI) Right for You?
Is LTCI Right for You? ...
How to Protect Generational Wealth
Over the next two decades, we’ll witness the largest generational transfer of wealth in history. ...
Medicaid: What You Need to Know
Many families don’t think about Medicaid until a loved one is facing a health crisis—like a sudden need for nursing home care. ...
Planning with a Terminal Diagnosis
A terminal diagnosis brings a whirlwind of emotions and uncertainties, but it also presents an opportunity to take control of the future. ...
The Current Administration’s Impact on Seniors (2025)
The current administration has introduced policies that may significantly affect seniors, particularly concerning Medicare and Medicaid. ...
Planning for the Disposition of Your Remains
Every October, we’re surrounded by reminders of our own mortality - skeletons on porches, haunted house tours, and ghost stories galore. ...
Secure Act 2.0 – What’s Working, What’s Not
When Congress passed the SECURE 2.0 Act at the end of 2022, it promised to modernize retirement savings and make life a little easier for both savers and those inheriting retirement accounts. ...
The Role of Portability in Estate Tax Planning
When it comes to estate planning, one tool that often flies under the radar is portability—a valuable option that allows married couples to transfer unused estate tax exemption amounts from one spouse...
State Rules Matter: Why Medicaid Planning Is Not One-Size-Fits-All
When it comes to planning for long-term care, many people are surprised to learn that Medicaid—while a federal program—can look very different from state to state. ...