Written Blogs

Are You Prepared for the Cost of Long Term Care?

Are you unsure exactly how much long-term care planning you need to do? Maybe you think it's not that expensive or that you'll easily just pay for it out of pocket. Some people can, but financial experts warn that those people tend to be millionaires. After all, the medical cost for a private room in a nursing home is $97,455 per year. So, if you've ...
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June 18th, 2018|Categories: Written Blogs|Tags: , , |

6 Tips for Passing on a Business

You worked hard to build your company from the ground up. You've been at it for 40 years. Now you're hoping to pass it on to your kids, but you know just how complicated that can get. Tax issues and disagreements among family members are two of the main reasons that these plans fail and businesses fall apart. Keep that in mind when creating your ...
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June 18th, 2018|Categories: Written Blogs|Tags: |

Can a Trust Keep Assets Away From Creditors?

If you've accumulated considerable assets, you want to do everything legally possible to protect those assets from lawsuits, taxes and creditors both while you're still around and after you are gone. There are a variety of ways to protect your home and other assets, including: Liability insurance Declaration of Homestead Dividing your assets with your spouse There are also a number of types of trusts ...
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June 18th, 2018|Categories: Written Blogs|Tags: , , , |

All Blog Posts

Carefully Read All Letters Regarding Benefits

When the Department of Veterans Affairs sends you a letter about your benefits, you might find it pretty dense. It's hard to wade through all of the information, and it's tempting to just skim it and set it aside. Don't do it. It's very important to read through the letter carefully so that you fully understand the decision that is being made and why it's ...
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June 18th, 2018|Categories: Written Blogs|

Customize Your Estate Plan With These Essential Documents

Estate planning and probate issues are often misunderstood. For example, many people believe that estate planning is important only for extremely wealthy people, but that isn't true. You can benefit by taking steps now to plan for retirement, pass property down to heirs and ensure that safeguards are in place to prevent confusion and family conflict after you are gone. The key is to develop ...
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June 18th, 2018|Categories: Written Blogs|Tags: , |

How An Inheritance Could Impact Special Needs Assistance

You want to do all you can to help your child, who has special needs. You know there are benefits and government aid programs. One key thing to avoid is giving the child assets that may accidentally disqualify him or her. In many cases, experts note that a person with over $2,000 in assets won't qualify at the state or federal level. For example, perhaps ...
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June 17th, 2018|Categories: Written Blogs|Tags: |

Do Not Procrastinate Your Estate Plan

One of the biggest mistakes people make with estate planning is simply putting it off. They procrastinate. They forget about it. They don't want to talk about. They figure those are decisions best made another day. In some cases, the real reason is that they do not want to think about the end. That's understandable. It can be a delicate subject, and many people do ...
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June 11th, 2018|Categories: Written Blogs|Tags: |

How Does Life Expectancy in America Compare to Other Countries?

One thing you want to think about when doing long-term care planning is your life expectancy. Of course, things like accidents and disease can cause anyone to pass away well before this age, but it still gives you a reasonable figure when planning financially for a realistic future. In the United States, the life expectancy for men is rising, although just slightly. For instance, it ...
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June 6th, 2018|Categories: Written Blogs|Tags: , |

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