Trusts are a very valuable planning tool. When people think about estate planning, most people think about wills. While wills are the most basic/common tool for estate planning, trusts are an incredibly effective way to plan for things that wills can’t address. Trusts can be used to: Organize your assets so it’s easier on your [...]
Category: Long Term Care Risks
Answer these 8 questions to find out where you stand with your estate planning.
We all have control issues. Cole, my son, is 2-years-old now. (The Terrible Two’s!) Yes, we have our share of yelling, “NO!!” and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them, which makes for an interesting family life for a while. [...]
Long-term Care Planning is one of the biggest issues facing aging adults today. With experts projecting that nearly 60% of all individuals will need long-term care at some point in their life, the issue cannot be ignored. And yet, many surveys and statistics are showing that people are doing just that. Without proper planning, the [...]
When your family hits a situation where mom, dad, grandma or grandpa can’t stay at home anymore, where do you get your advice? From a friend, neighbor or relative who’s dealt with it once before? Support from friends is always needed in difficult situations like this, but you may also greatly benefit from professional advice [...]
3 real life stories from Joshua’s recent experiences: The Medicaid Crisis Success Story, The Medicaid Crisis Failure and the Pre-planning Success Story.