What Not to Include in Your Will
If you are considering preparing a will, this is a [...]
What Are the Benefits of Having a Testamentary Trust?
There are various benefits to creating a testamentary trust. This [...]
Step-Up in Basis and Why It Matters in Estate Planning
Recent news stories may have made you aware of the [...]
Start 2023 Prepared: Reassess What Matters Most
If we have learned anything these past few years, it’s [...]
Protecting Spouses of Medicaid Applicants: 2023 Guidelines
The Centers for Medicare & Medicaid Services (CMS) has released [...]
Pros and Cons of a Medicaid Asset Protection Trust
A Medicaid Asset Protection Trust (MAPT) is one option a [...]
5 Smart Estate Planning Strategies for High-Net-Worth Families
If you are a high-net-worth individual, it’s essential to have [...]
New Rule Aids Seniors Who Are First-Time Medicare Enrollees
A new rule going into effect January 1, 2023, is [...]
Will You Lose Your Medicaid Coverage When the Pandemic Ends?
When the COVID-19 pandemic began, the government declared a public [...]
What to Do If Medicare Denies Coverage for Prescription Drug
Receiving a denial at the pharmacy for a drug you [...]
