Our blog features important information about the components of an effective estate plan, what common mistakes to avoid when creating your plan, and what strategies can be used to ensure you’ll be able to pay for any future long-term care costs you may need. Review our posts to learn more about the world of estate planning, then call our office to request an Initial Planning Session.
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Using the Law to Protect What’s Yours Through Old Age and Beyond It’s never too soon to make plans to protect your family farm from the exorbitant cost of a nursing home. Learn about asset protection trusts here.
‘Tis the Season to Be Gifting: How to Plan Gifts to Maximize Your Tax Benefits If you plan your gifting appropriately, gifts to charity or your own family members can offer significant tax savings opportunities. Learn more here.
3 Warning Signs of a Financial Scam: How Seniors Can Protect Themselves In today’s all-digital world, it's easier than ever to fall for a financial scam. Here, we share tips to help seniors stay safe.