Why you need a Medicaid plan

Planning for healthcare costs in retirement is important for everyone. If you are on or planning to be on Medicaid, planning ahead is even more important. Medicaid includes financial eligibility requirements, which is one of the big reasons it is so important to plan...

Trusts 101: Do you need one?

There are many options to consider when creating an estate plan. So much so, that all the terms can get confusing. Wills. Trusts. Powers of attorney. It’s so confusing that one study shows only 40% of people have a will or trust. That’s an alarming number,...