Revocable Vs Irrevocable Trust: What’s the Difference?

What is a Trust? A trust is a separate legal entity that a person sets up during their lifetime to manage their assets. Its purpose is to ensure that a person’s assets will be used and distributed in a way they deem appropriate. Once a Read More …

How to Apply for NY Medicaid Reinstatement?

We know healthcare is a basic human right to which every individual should be entitled. It is also one of the most tedious categories to resolve when an issue such as Medicaid fraud occurs (read this Medicaid Fraud Investigation guide for more information about protecting Read More …

5 Steps to Take When Caring for Someone With Dementia

When caring for someone with dementia, it can be heartbreaking to see the symptoms of this cognitive disease to wear down your family member. Dementia gradually takes their mental capabilities such as their memory and ability to communicate which ultimately will affect their physical abilities. Read More …

6 Common Mistakes in Estate Planning to Avoid

While estate planning is an important task everyone faces at one point, it can get complicated. Oftentimes we are forced to think about our own mortality, and how we want our valuables to be passed along which is never easy. But essentially, the purpose of Read More …

5 Ways to Make Charitable Giving A Part of Your Estate Plan

When you start estate planning, you decide who you want to inherit your assets and who can make medical and financial decisions on your behalf.  People without children or heirs tend to leave their assets to their favorite charities. However, anyone can leave any portion Read More …

How to Incorporate Adopted Children or Stepchildren In Your Estate Plan

In many households, parents care for and form unique bonds with children that are not theirs biologically, such as adopted children and stepchildren. Families may have a blend of biological children, adopted children, and stepchildren in one household. Therefore, it is essential to understand the Read More …

Advantages and Disadvantages to Separate or Joint Trusts for Married Couples

Having a trust is essential for comprehensive estate planning protection. However, if you are married, you will need to be more mindful of how you want to take care of your family. In your estate planning, you must decide if you want to do one Read More …

What Happens If You Die Without a Will?

Despite the COVID-19 pandemic causing an uprising of interest in estate plans, there was a survey in 2022 that found that only about 33% of Americans have an established will. An established estate plan does not only save time and money for your loved ones Read More …