What do you do when you’re thinking about the legacy you want to leave behind and you realize that your adult children (and grandchildren) don’t want all of the belongings that are currently taking up space in your home? It can be hard to accept the idea that your...
Age Gracefully With A Plan In Place
Month: August 2023
When should I begin my Medicaid planning journey?
Medicaid is a needs-based state and federal government-funded health insurance program. Americans with income below a certain level and without significant assets can apply for Medicaid to cater to their medical treatment and healthcare needs. While Medicaid is part...
Revocable vs. irrevocable trusts: which one should you set up?
When you’ve worked your entire life and accumulated wealth, putting your affairs in order and planning for the future (both yours and the people and causes you care about) is one of the most sensible steps you can take. This is the very essence of estate planning. One...