Blog

A lot of people wonder how to qualify for Medicaid and may even mistakenly file a Medicaid...

Are you in the 99% of Americans who don’t have to worry about estate taxes?  In 2023, you can pass...

According to a new survey released by research firm Gallup, employee engagement in the U.S. saw its...

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles....

Although there is considerable legal information and misinformation, it is generally understood...

Social isolation, whether because of a pandemic or because an elderly person is alone, is a leading...

Planning for the death of a spouse is difficult and painful. It involves conversations that we...

Most people don’t need a living trust because probate is simple where they live. But can having a...

Is there a Certificate of Deposit for a husband and wife where if one passes away, the CD is not...

Many Americans are feeling charitable these days, and with good reasons. It’s a hard time for many,...

If you’re helping an aging parent navigate Medicaid because they don’t have long-term care...

Some people are concerned that the conservative 6-3 majority on the Supreme Court will roll back...

On January 1, 2021, Congress passed the National Defense Authorization Act for Fiscal Year 2021,...

A cost-saving change in Medicare launched in the final days of the Trump administration will cut...

When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big...

If you’ve been thinking about making large gifts to take advantage of the $12.06M lifetime federal...

A trust of any kind if a document that expresses your wishes while you are alive and after you have...