What are the biggest threats to my retirement savings?
Have the Obama taxes of 2010 protected me from estate tax?
Is the death benefit of my life insurance part of my taxable estate?
What are the 5 basic estate planning documents?
When should I start planning?
Long Term Care Planning
Why is it important to plan ahead for long-term care?
If I need long term care, what options are there to stay in my home?
When should I start planning for long term care?
Why do I need to plan ahead for long term care?
Medicaid
What is the Medicaid Gifting Penalty and how does it work?
How does the Medicaid spend down work for a single person?
What is the Medicaid gifting penalty and how does it work?
What should I do once my spouse has qualified for Medicaid?
Will Medicaid take my home if I need nursing home care?
Will gifting assets to my children affect my Medicaid?
My spouse is in a nursing home and I need help paying for care, what would I have to live on if my spouse gets Medicaid?
Plan Your Future
What is a Move Manager?
What is a Reverse Mortgage?
What is an Assisted Living?
Make your home safe to stay?
Assistance with Hoarding?
My spouse has Alzheimer’s and is living at home. What do we need to do now to plan ahead?
Power of Attorney
What’s a durable power of attorney and why is it so important?
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