Start 2023 Prepared: Reassess What Matters Most

Start 2023 Prepared: Reassess What Matters Most

If we have learned anything these past few years, it’s that life is fleeting. Amid such uncertain times, many of us have realized what – and who – truly means the most to us. Estate planning allows you to reflect on your family, your priorities, and what actions you...
Is a Medicaid Planner Right for You?

Is a Medicaid Planner Right for You?

Medicaid Planner is a term that encompasses many different types of professionals who may be able to assist you or a loved one with qualifying for Medicaid benefits. Not every Medicaid Planner may be appropriate for your individual needs or situation. Although...
What Not to Include in Your Will

What Not to Include in Your Will

If you are considering preparing a will, this is a great first step in planning for the future. Clients often think that their will is the document that should include all their wishes and provide for the distribution of all their property and funds. That is not the...