When To Review Your Estate Plan

  • Special Needs Trust – Important Info You Need to Know
    Special Needs Trust – Important Info You Need to Know
    If you are a caretaker for a loved one with special needs, you may be concerned about what will happen to them if you were to suddenly become incapacitated or pass on. This concern is perfectly understandable. You want to make sure that your loved one is taken care of
  • Do I Need a Power of Attorney?
    Do I Need a Power of Attorney?
    Imagine that you become incapable of handling your own finances and affairs because you are diagnosed with a mental disability.  Imagine that you get into a car accident and cannot leave your house to go to the bank.  Imagine that you are on vacation or a business trip and need
  • What is Crisis Medicaid Planning?
    What is Crisis Medicaid Planning?
    I recently met with a client whose husband had to be admitted to the hospital because of a fall.  The husband had been diagnosed a couple of years earlier with early onset dementia, and unfortunately, they had not planned in advance for what might happen if the husband could no
  • Estate Planning for Disability
    Estate Planning for Disability
    Ask yourself – what will happen to me if I become disabled?  What does that look like?  Who makes that decision?  Who will care for me?  These are all questions that everyone has to consider.  According to the Centers for Disease Control, 11.2% of Americans aged 45 and older are
  • What is Estate Planning
    What is Estate Planning
    Estate planning is, at its simplest form making decisions in advance on whom to leave your property and assets to at your death.  The simple definition is not what estate planning really is, nor what we want it to be though.  Estate planning is much more.  In fact, estate planning