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Do You Understand Gifting and the Medicaid Penalty?

Medicaid is a federal/state program which helps low-income seniors with limited income and assets afford healthcare and long-term care. Many seniors believe their only option to qualify for the program is to “spend down” their assets. While this is true…

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Five Estate Planning Mistakes People Make

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

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estate plan vacation home

Keeping Your Vacation Home in the Family

Spending time with loved ones and making memories in a family vacation home is the joy of such properties. Usually there is a desire to preserve the home's ownership within the family system for generations to come. Yet, even seemingly…

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