The Difference Between Estate Planning and Elder Law
We are often asked about the difference between estate planning and elder law. Although we believe that the two go...
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September 6, 2019
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
After Death, A Final Retirement Account Distribution Must Be Made
Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...
Maintain your Medicaid eligibility with proper Medicaid planning
As a person ages, they are likely going to accumulate assets. This is usually a good thing; however, if the...
August 1, 2019
Medicaid
Medicaid
Protecting Your House Before and After Moving Into a Nursing Home
Protecting the family home is one of the biggest issues that people worry about when discussing Medicaid eligibility. Let's look...
July 24, 2019
Medicaid
Medicaid
Options To Qualify For Medicaid If You Own A Home
The home is often the only asset held by seniors when they consult an Attorney for Medicaid planning or asset...
July 18, 2019
Fiduciary Services, Investment Advisory Services
Fiduciary Services, Investment Advisory Services
Do You Know the Difference between a Stockbroker and an Investment Advisor? The SEC Knows
Few understand the difference between an investment advisor and a stockbroker. The difference is substantial. An investment advisor is a...