Mom Needs Help… What Do We Do?

long-term care options-with-daughter-helping-mom-get-off-couch-and-into-a-walker

Basic Long-Term Care Options While Medicaid and Long Term Care Planning are often focused on preserving money, at least for the families who speak with me. But the overall process has to be about more than just assets and income. Unfortunately, many professionals push those aside and focus only on the money without sufficient emphasis […]

“In-Law Protection” Estate Plans Provide More Than Divorce Insurance

4 hands-generations - in-law protection

Estate Plans With In-Law Protection In recent years, there has been a sharp increase in the number of clients wanting to secure their inheritance across two generations, mainly to make sure that their estate does not eventually end up in the hands of a son-in-law or daughter-in-law after they have passed on. By protecting each […]

Dangerous Gifts

Money Gifts for Higher Education Graduation

The Top Three Choices For Gifts Sometimes, getting a pile of money can do more harm than good. The younger a gift recipient is, the greater the risk the money is wasted, or, even worse, the money is spent on drugs or to facilitate bad life choices. Unfortunately, the top three gifting options people choose for […]