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estate plan wealth transfer

Preserving Wealth and Your Estate Plan

Careful planning is vital if you wish to protect your inheritable legacy so that its aggregate will exist for future generations. There are always generational differences of opinion as to how best to live and behave in the world. Millennials…

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Inheritances and Medicaid: Handle with Care

Costly mistakes are often made when it comes to inheritances and Medicaid. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully to minimize expensive penalties. What…

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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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Portrait of a beautiful senior woman laughing outdoor. Mature woman with grey hair enjoying and smiling. Cheerful older woman relaxing in outdoor garden.

6 Things You Should Consider Before Retirement

Regardless if you have been planning your retirement for decades or days, there are several factors you may want to consider with a goal of avoiding unexpected problems. The transition to your next phase of life, whether full- or semi-retirement,…

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