January 31, 2023

What Happens to a Medicaid Recipient If the Community Spouse Dies First?

When one spouse is in a nursing home and applying for Medicaid, planning has to take into account the possibility that the spouse who is not […]
January 31, 2023

Using 529 Plans for a Grandchild’s Higher Education

Money in 529 plans, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education […]
January 19, 2023

What Does Medicaid Pay For?

What Does Medicaid Cover? Medicaid is NOT Medicare. Medicare is a health insurance that covers doctors visits, hospitalizations, and Part D prescription drugs. Medicaid is a […]
January 19, 2023

Importance of Creating Estate Plan

Why Is It Important To Create An Estate Plan A recent article (link below) is a telling story as to why it is so important to […]
January 19, 2023

Support Child with Disabilities with Special Needs Trust

If you have a child with a disability, providing for them into the future will likely stand among your top priorities. However, if you also wish […]
December 14, 2022

Alzheimer’s Drug

New Data Shows Alzheimer’s Drug Can Slow Cognitive Decline By Gerry W. Beyer A phase III clinical trial that published results earlier this week in the New […]
September 16, 2022

Business Succession Planning

Business owners must wear many hats; marketing and sales, production, client satisfaction, tax payments, etc. The list is endless. One aspect that almost never gets addressed, […]
September 8, 2022

Advantages of a Trust Versus A Will

A trust is a legal arrangement through which one person called a “trustee,” holds legal title to property for another person, called a “beneficiary.” The rules […]
August 31, 2022

How To Avoid Probate in Florida

How to Avoid Probate in Florida The first question is: Why do I need to avoid Probate? The two part answer is very simple. The first […]