Special Needs Trusts: Protecting Their Long-Term Care

Caring for a loved one with special needs has a unique set of responsibilities.  Your love and care have been constants in their life. Establishing an SNT (Special Needs Trust) can help ensure that the same love and care continues after you’re no longer able to directly help them.  What is a Special Needs Trust…

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Medicaid: Clearing Up the Myths and Protecting What You Have

For many families, the word “Medicaid” brings fear and confusion. People often believe that qualifying for Medicaid means giving up everything they worked for or spending themselves into poverty before help is available. That belief keeps many families from seeking guidance until they are already in crisis. The truth is that Medicaid planning is a…

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Probate: What Happens After a Loved One Passes Away

When you lose a loved one, you’re wrestling with more than just grief. After someone passes away, there is a complicated legal process of court proceedings, filing paperwork, and making decisions about their estate.  This can be painful and difficult during an already overwhelming time.  One of the steps of this process is called Probate. …

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Estate Planning: Why a Proper Plan Matters More Than You Think

When people hear the term “estate planning,” they often assume it only applies to the very wealthy or to end-of-life situations. In reality, estate planning is about making sure your wishes are honored, your finances are protected, and your loved ones are not left scrambling if something unexpected happens. An estate plan is a collection…

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