Long Term Care Planning

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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!…

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


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

What happens if I pass without a Will?

Wills are great tools to ensure that your wishes are carried out after your passing.…

ByBymorgan morganAug 2, 2022

What is a Gift?

Surely, we all have a conception of the definition of a “gift.” However, a gift,…

ByByGreg McIntyreAug 2, 2022

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…

ByByGreg McIntyreJul 6, 2022

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