Insights

More than 83 million people access Medicaid services, many of whom are elderly or disabled and using Medicaid resources to fund their residence in a long-term care facility. If you or a loved one are... Read More >

Accumulated frequent flyer miles can be valuable assets, but what happens to those miles after someone dies? Can a spouse or other heirs inherit them, or do the miles simply evaporate like a... Read More >

Long-term care insurance helps you prepare for financial costs associated with aging, such as nursing home care, assisted living, or in-home care. Yet long-term care insurance policies vary widely in... Read More >

They cannot require you to be financially responsible for your loved one’s care. Approximately 48 million adults in the U.S. are caring for an adult with health or functional limitations, and... Read More >

Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in a will or estate plan that can have a... Read More >

Many individuals engaging in estate planning opt to create a third-party special needs trust to provide for their loved one living with a disability. However, did you know that these trusts may... Read More >

When an individual passes away without a funeral plan, responsibility for arranging the funeral often falls on the deceased’s close family members, such as surviving spouses and children. Planning... Read More >

Trusts are great tools for leaving assets to your heirs while maintaining control over their access to those assets. In many cases, you would tell your beneficiaries that you have made a trust for... Read More >

It is hard to know what documents to trash and when. Before you know it, your spare room, office, basement, or garage is overflowing with boxes of papers that all seem important. Trying to weed... Read More >