Aug 28, 2018 | Elder Law, Estate Planning, Medicaid Planning
Lucy and Ricky have a great marriage, with an extended family to whom they wanted to leave everything when they passed. Unfortunately, Lucy was then diagnosed with cancer. She began to worry: What could happen if she died before Ricky did, and Ricky remarried? Or vice...Feb 19, 2018 | Elder Law, Estate Planning, Long-Term Care Planning
Aging is the sign of a successful life. After all, when you think about the alternative to aging your perspective about getting older shifts. You should start seeking self-sufficiency for your retirement years well before the age of sixty-five. But, even if you have...Jan 31, 2018 | Advance Directives, Elder Law, Estate Planning, Long-Term Care Planning
Happy New Year! Ok, so I know that as the last day of January it’s a little late to be saying Happy New Year. But, I’ve had a lot to digest before relaying information to you. On December 20, 2017, Congress passed a sweeping tax reform bill “The Tax Cuts and Jobs...Nov 7, 2017 | Durable Power of Attorney, Elder Law, Estate Planning, Medical Power of Attorney, Veterans
Here is a collection of various pieces of information Veterans and family members may find useful. Veterans’ Day Deals. In addition to discounts normally provided to Veterans in stores such as Home Depot, there are a number of special discounts or free meals for...Nov 7, 2017 | Elder Law, Estate Planning, Long-Term Care Planning
In 2008 Congress found that over 120,000,000 Americans did not have an up-to-date estate plan. In a resolution, the House cited a 2004 Roper poll commissioned by the American Institute for Certified Public Accountants which stated that two-thirds of Americans over...Aug 4, 2017 | Adult Children, Advance Directives, Advisors, Estate Planning, Long-Term Care Planning, Trusts, Wills
This month’s article comes from Monica Stanley. Monica is a financial advisor for families and small business owners with Edward Jones. She discusses why women business owners need retirement plans. If you’re a woman who owns a business, you’ve got plenty of...