Articles

All You Need to Know about The LIFE Program

All You Need to Know about The LIFE...

The LIFE program is an amazing way to keep people out of skilled nursing facilities, and in their homes. The... Read More arrow
The Yellowstone TV Show

The Yellowstone TV Show

The reason I decided to focus on the TV show Yellowstone, is because I see some similarities in the show,... Read More arrow
Meet the Flintstones

Meet the Flintstones

Most people think that all you need is a simple Will. A Will is used to divide up the leftovers... Read More arrow
Should I Put My House In A Trust?

Should I Put My House In A Trust?

One of the most common questions we get is “Should I put my house in my kid's name?” We are... Read More arrow
Getting To The Truth About Elder Law

Getting To The Truth About Elder Law

I really feel I need to focus on the truth about what middle-class retirees are facing. If you are a... Read More arrow
What Happens If You Forget to Update Beneficiary Designations?

What Happens If You Forget to Update Beneficiary...

If you were to become incapacitated, who would be in control of that money? If we do a proper plan... Read More arrow
How do Beneficiary Designations work with Inheritance Tax?

How do Beneficiary Designations work with Inheritance Tax?

We've outlined a few reasons in previous blog articles this week, about not relying too much on beneficiary designations. Another... Read More arrow
Do Beneficiary Designations Protect My Resources?

Do Beneficiary Designations Protect My Resources?

Proper estate planning protects your resources, because the biggest financial threat that seniors and retirees face is needing long term... Read More arrow
Should I have a Beneficiary Designation for my Disabled Child?

Should I have a Beneficiary Designation for my...

If you have someone in your family who is currently disabled, you need to plan right away. Imagine if you... Read More arrow
Should I have a Will and Beneficiary Designations?

Should I have a Will and Beneficiary Designations?

There's this idea amongst people, and particularly financial advisors, that if you have a financial account and you put a... Read More arrow
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