In today’s world, a lot of our information is stored and exchanged through digital apps on our phones or tablets. Whether engaging in online banking,
Estate Planning Essentials
An estate plan may sound grand, but essentially, it is just a summary of what assets person owns. Property ownership includes individual as well as
Pandemic Ripe for Nation Wide Scams
Scammers have been given a unique opportunity during the Coronavirus Pandemic and are working overtime through internet, phone, text and in-person
Seniors Socially Distanced but Socially Engaged
A connection to those around us is essential to healthy aging. The opportunities for people to laugh, move, and learn together is foundational to
Reasons to Use an Irrevocable Life Insurance Trust
An irrevocable life insurance trust (ILIT) is created with a life insurance policy as its asset. As the name suggests, the trust grantor cannot, in
Understanding Guardianship for Your Adult Child
Adult guardianship is the legal action in which a guardian is appointed who will make personal decisions on behalf of your special needs child. The
Things You Should Know About Medicaid and Gift Giving
If there is a possibility that a loved one might need Medicaid assistance in the foreseeable future, that person should not be giving gifts. This can
Understanding the Pitfalls of Beneficiary Designations
You might think that leaving your property to your heirs would be simple enough. You make a will or a trust, you do a transfer-on-death deed for your
Understanding the Differences Between Wills and Trusts
Wills and trusts have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these