Estate Planning Is Still Necessary Despite Recent Tax Cuts

Tax Cuts Don’t Cut the Need for Proper Estate Planning It is no secret that times are due to change. Just short of six months ago, President Donald Trump was vehemently calling for the elimination of the Deferred Action for Childhood Arrivals (DACA) executive order, Read More …

Exploring the Spousal Lifetime Access Trust (SLAT)

Until Death Do Us Part: Exploring the Spousal Lifetime Access Trust (SLAT) What is a Spousal Lifetime Access Trust (SLAT)? The Spousal Lifetime Access Trust (SLAT) is an irrevocable trust that benefits the donor’s spouse and children. Through a SLAT, a donor may reduce a Read More …

The Ethics of Medicaid Planning

Though it originated as a program to help America’s poor, Medicaid has since become one of the main long-term care providers for millions in the middle class. Generally, as most people reach the age of retirement, they realize one of two things: they’re in dire Read More …

Woodbridge, Bayou, and Stratton- Financial Schemes by “Reputable” Institutions

It is no secret that people like to engage in not just earning money, but watching it grow as well. Every year more than 50% of Americans invest billions of dollars in various assets including stocks, bonds, real estate, and other assets with high hopes Read More …

4 Important Long Term Care Planning Tips for Couples

As we age, we never know what might happen. The future is unknown, and we might be gone tomorrow, or we might be here a long time. It’s good to plan for any possibility. For many of us, the best possibility is that we enjoy Read More …

Willing Doesn’t Make It So – The Limitations of a Will

A will is a legal document that one has drawn up prior to death that states how their assets will be allocated once they pass. This is an important step in one’s estate planning process because it can help ensure that their final wishes are Read More …

The Link Between Medicaid Fraud and the Opioid Crisis

There is little doubt to the notion that the Medicaid program helps millions of Americans in need of affordable and quality health care. As one of the nation’s most well-funded federal programs, Medicaid allows more than 70 million Americans to receive necessary health care and Read More …

Elder Law – Asset Allocation for Retirement Planning

When approaching retirement, it is important to think about the future of your assets. The value of certain assets may decrease as time goes on, which means an individual should obtain an understanding of where they want their assets to go. Should certain assets be Read More …