US History’s Greatest Wealth Transfer

US History’s Greatest Wealth Transfer

The largest transfer of wealth in human history is about to take place due to baby boomers preparing to pass on their legacies. Over the next 25 years, projections estimate 68.4 trillion dollars will be in motion to create an unprecedented transfer of...
Avoiding Probate Litigation

Avoiding Probate Litigation

Guardianship and conservatorship disputes, will contests, fights over family real estate, and true intentions of gifts can all be subject to probate litigation. The most successful approach to mitigating or avoiding probate litigation risk is carefully planning for...
Surviving Spouse’s Estate Planning

Surviving Spouse’s Estate Planning

While it is difficult to think beyond your grief after losing a spouse or longtime partner, it is crucial to understand that many important and timely decisions need to be made regarding your finances and estate planning. In truth, estate planning is perpetual as it...
Getting Medicaid Penalty-Free

Getting Medicaid Penalty-Free

The Medicaid program is available to individuals with low income and assets who need nursing homes, assisted living, or in-home care. As a result of these rules, many candidates give away their money and resources to qualify. However, there is a “look-back period”...