Seniors often wish to make large gifts to loved ones prior to death. Unfortunately, seniors can lose control by gifting property in advance. With good advice, you can ensure that your property is protected for yourself and future generations while preserving full or partial control. Sometimes, seniors create capital gains taxes for their children by […]
Long-term care insurance is important for anyone who wants to have their needs satisfied at home or worst case in an assisted living facility, as no one dreams of spending their final years in a nursing home facility. Bill explains what you want to look for in a long-term care insurance policy, and equally important, […]
The key to any effective asset protection plan is planning. As we progress through various life phases, our asset protection plan needs to evolve as well. In this episode, Bill details the life milestones that require you to review your estate planning. Check out this episode!
Everyone wants a plan that is going to work the way that they want. Unfortunately, there are many ways that a plan can fall apart. How you own and manage your rental property makes a huge difference to whether your overarching estate plan will work. It’s important to remember that planning involves more than just […]
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