Latest Articles

Do You Have A Loved One With Special Needs? Consider A Special Needs Trust

Mar 06, 2023

Understanding the Concept of a Special Needs Trust A trust is a powerful tool for ensuring your ass...

Top 7 Asset Protection Misconceptions For Physicians

Mar 05, 2023

Asset protection is an essential part of any financial portfolio, yet many misconceptions exist. Thi...

Do You Know How to Fund a Special Needs Trust?

Mar 04, 2023

A personal injury lawsuit award can be received as a lump sum or as a structured settlement over tim...

13 Misconceptions About Nursing Homes And Your Assets

Mar 03, 2023

Nursing homes are often misunderstood, but it’s important to understand the facts when considering...

The Serious Risks Of Self Settled Trusts

Mar 02, 2023

Self settled trusts have skyrocketed in popularity lately, but is the risk of potential drawbacks wo...

Do You Know the Right Time to Claim Social Security?

Mar 01, 2023

In the United States, Social Security acts as a support system for the elderly. It serves to supplem...

Do You Understand Gifting and the Medicaid Penalty?

Feb 28, 2023

Medicaid is a federal/state program which helps low-income seniors with limited income and assets af...

The Probate Checklist Every Executor Should Have

Feb 27, 2023

When a person passes away, their estate must be legally transferred to their beneficiaries. This is ...

The BIG Misconception About How Insurance Protects Your Assets

Feb 26, 2023

Insurance is an essential tool for protecting our financial stability, providing a shield against un...