Long Term Care Planning
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Fixed Index Annuity
What are fixed index annuities and how are they different from traditional annuities? Great question!…
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…
Who needs a copy of my Estate Plan?
After carefully crafting your estate plan, one question that many have is “where should I…
The Medicaid Maze
If you are reading this article, it is likely because you have had a conversation…
Losing the Battle One Fight at a Time (Why we give up little by little…)
I sometimes feel like my life has been a series of battles… that or one…
What happens if I pass without a Will?
Wills are great tools to ensure that your wishes are carried out after your passing.…
What is a Gift?
Surely, we all have a conception of the definition of a “gift.” However, a gift,…
Avoid Estate Tax without Sacrificing the Step-up in Basis
The Estate Tax, also known as the “death tax,” is going to be a reality…