What is a Revocable Living Trust and Should You Incorporate One Into Your Estate Plan?

One of the most frequently asked questions we hear when it comes to estate planning is “Do I need a Revocable Living Trust?” Trusts are no longer a planning tool reserved solely for the rich and powerful to pass on their wealth—now they can be useful for the middle class and sometimes even for Medicaid […]

Providing for Pets

Most people consider their pets a part of their family. Pets offer companionship, stress relief, love and affection. In exchange, we take care of their needs: feeding, grooming, providing medical care and medications, etc. Providing care for animals can be expensive; it seems that most veterinarians now provide services more akin to pediatric care. Pet […]

Long Term Care Medicaid Myths

We often see clients in our office who have made poor financial decisions because of inaccurate information. The following debunks some of the biggest myths surrounding Long Term Care Medicaid. One of the biggest myths is that you must be poor to qualify for Medicaid. Most people do not realize that Medicaid consists of several […]

Aging Life Care Professionals

What is an “Aging Life Care Professional”? Aging Life Care Professionals, formerly referred to a Geriatric Care Manager, act as guides and advocates for the aged or disabled. They are well versed in the following areas: Health and Disability, Financial, Housing, Families, Local Resources, Advocacy, Legal, and Crisis Intervention. They can assist adult children as […]