Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.
An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.
Medicare is great insurance, it just has a few holes and gaps.
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.
There is an unfortunate article circulating online about a man named Tom Doyle who lost his partner Bill Cornwell who is being forced out of his home by the family.
Whenever I meet with new clients, we have an Estate Strategy Session to really dig into their goals and wishes. After we get a good list of priorities, I’ll go through “The Big Four” questions that all of my estate planning clients need to answer to get their plan moving in the right direction. The [...]
“I don’t know what else I can tell you,” I, unfortunately, had to say. “So you’re saying I’m just plain out of luck,” Ted said, his anger only marginally suppressed. “This is a damn nightmare! What am I supposed to do now? I don’t have half a million dollars just lying around!” Ted was in [...]
“There’s always something that gets left out when you have to rush,” I thought as I poured over all of the papers on the conference room table. Tax returns, account statements, deeds. It wasn’t anything on our end, but Eric could only get so much organized for his brother Mike in such a short period [...]
Potential creditors, divorcing spouses, or a problem-in-law: How certain are you that your estate will eventually make it to your grandkids? Find out at my upcoming seminar.