Reliable Estate & Disability Planning Through Every Age & Stage of Life
    • Medicaid Planning: Enlarging the Fine Print

      I was recently invited to speak about Medicaid planning for married couples. After the presentation, one audience member expressed, with a sense of relief, “I understand!—it’s as if you took the fine ...

      Read More
    • In Memory of Their Service

      I think we can all agree that military service is something to be honored. Every spring, our local cemeteries are peppered with tiny red, white, and blue flags marking the final resting place of souls ...

      Read More
    • Looking to Save with Medicaid? Amazon Prime Membership Offers Help

      Amazon has quickly found a foothold in today’s technology driven marketplace. As part of their mission to become the world’s most customer-centric company, Amazon now offers a discount on Amazon Prime ...

      Read More
    • All About ABLE Accounts: The Who, What, Where & Why

      Many individuals with disabilities have heard of ABLE accounts, but few know the answers to all the “w” questions: Who can open an ABLE account; What is an ABLE account; Where can you open an ABLE ...

      Read More
    • How A Special Needs Trust Can Help You

      Most people are familiar with Harry Potter. Because special needs trusts can be confusing, we rely upon our wizarding friend, Harry, to help explain these planning tools. A special needs trust ...

      Read More