Estate Planning

  • Home
  • Tag: Estate Planning

Everything You Need to Know About Long-Term Care!

Life expectancy is increasing, but as a result many people are living longer in poor health. Coupled with rising medical costs and the potential cutbacks on programs like Medicaid, it is extremely important that everyone, especially those in their 50s, begin to address the major components of long-term care (LTC). In this article and video […]
Read more

Long-Term Care (LTC) Terms And Glossary

Activities of Daily Living (ADLs)The “activities of daily living,” or ADLs, are the basic tasks of everyday life, such as bathing, continence, dressing, eating, toileting, and transferring (such as moving from bed to wheelchair). Long-term care provides assistance for the these tasks to maintain quality of life. Adult Day ServicesAdult Day Services are designed especially […]
Read more
Why you need a financial plan

Why You Need a Financial Plan Part 3

In this series so far we covered how a financial plan can help you optimize your Social Security benefits. Click here to read part 1 and part 2. With advances in technology, you can easily analyze and compare different strategies and the results that follow. The purpose of a financial plan is to discover and establish […]
Read more

Simple Steps For Preparing A Will

Benjamin Franklin once said, “Certainty? In this world nothing is certain but death and taxes.” No one wants to think about death, but a little planning can ensure your assets are divided smoothly after you are gone. Make a plan. A will dictates where your assets go when you die. Without it, you will not […]
Read more

Important Estate-planning Tools

No matter how much you are worth, it is important to have an estate plan in place to protect yourself, your loved ones and your assets. An effective estate plan is one of the best things you can do for your family to ensure you pass on as much as possible, on your own terms, […]
Read more