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Long Term Care Planning

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What is a Life Estate Deed (LED)?

Life estate deeds can help protect a home and avoid probate. However, it is important…

ByByGreg McIntyreNov 11, 2022

Accelerated Death Benefit 

  So, what is an accelerated death benefit?  Most people I have talked to have…

ByBymorgan morganOct 31, 2022

How illegal bank policies hurt the elderly.

How illegal bank policies hurt the elderly. Client discussion about how his mother is being…

ByBymorgan morganOct 3, 2022

Fixed Index Annuity 

What are fixed index annuities and how are they different from traditional annuities? Great question!…

ByBymorgan morganSep 21, 2022

Is Life or Long Term Care Insurance Right for You?

There are all sorts of ways to insure your life or possibly pay for long…

ByByGreg McIntyreSep 9, 2022

Annuities 

To put it simply an annuity is a contract between a person and an insurance…

ByBymorgan morganSep 1, 2022

Who needs a copy of my Estate Plan?

After carefully crafting your estate plan, one question that many have is “where should I…

ByBymorgan morganAug 31, 2022

The Medicaid Maze

If you are reading this article, it is likely because you have had a conversation…

ByByGreg McIntyreAug 18, 2022

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