The “Snapshot” Date in Medicaid Planning
[From Mr. Marsocci’s book The Long Term Care Solution]. [...]
Educational Programs Launched with Special Pricing
The educational programs are now live! As mentioned in [...]
Reopening Probate?
A recent emailed question from a client turned into [...]
The Medicaid Squeeze Can Be Reversed
[Please note that this is a frequent “reprint” article [...]
Revocable Versus Irrevocable Trusts
A question I get frequently from estate planning clients, [...]
Reverse Mortgage and Credit Line Landmines
[Below is a reprint of a previously published article, [...]
Three Types of Special Needs Trusts
While there are certainly permutations and small differences, there [...]
Videos Enhance Planning Education
I hope everyone is having a fantastic Summer! While [...]
Outer Banks Trip Inspires Video Content
Sometimes a change of scenery is all it takes [...]
The Importance of Trust Funding For Your Estate
[Please note that this is a frequent “reprint” article [...]