8 Smart Estate Planning Steps to Help You Feel at Peace

With all of the worries most adults have on their plate, from their job to their family obligations, let’s ensure financial security and inheritance decisions are not part of the mix. Using these 8 estate planning steps, we can help you feel a sense of Read More …

10 Reasons Why You Should Revise Your Estate Plan

Your life is always changing left and right, so it’s important that you keep up with these everyday changes. This includes updating your estate plan and making sure that it addresses all your specific needs and wants. 1. There’s an Addition to the Family Whether Read More …

Why Am I Being Investigated for Medicaid Fraud?

You open your mailbox and see that you have received a letter from the HRA for Medicaid fraud. You begin to panic, “fraud?!”, and wonder what you have done wrong. Being targeted for a Medicaid fraud investigation is never fun… we know. However, fraud investigations Read More …

10 Ways to Stay Productive

Whether we like it or not, we all procrastinate at some point, whether it’s by putting off household chores or preparing for that presentation in the morning. There are many reasons why people procrastinate, such as a lack of time management or a desire to Read More …

The Pros and Cons of a Special Needs Trust: Ensuring Your Child’s Future

Leaving money to a loved one with special needs can be a tricky process; you want to make sure that they are well taken care of but you also do not want to interfere with them receiving necessary government benefits. Preserving Medicaid & SSI Eligibility Read More …

How to Draw Up a Special Needs Trust for a Child With Disabilities

Who will be the trustee? Because the rules of managing a trust are so complex, most lawyers advise contracting with an expert. Fees average 1 to 1.5 percent, Williams says. Will a family member act as co-trustee or guardian? This option lets a family member Read More …