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Long-Term Care’s Safety Net

It is no secret that medical care and especially long-term nursing care is expensive. Insurance Benefits and private resources can be depleted rapidly. Then what? Then we turn to Medicaid. Most of us tend to think that we will never need Medicaid, but in fact it is a...

Have you reviewed your will or trust in the last 3 years?

Has it been 3 years since I prepared your will or trust? If so, we need to meet. When I design an estate plan for my clients, I discuss the importance of reviewing the plan every 3 years. A lot can change in a few years. If I prepared the will or trust for you, I...