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Woman holds head feeling stressed while working in home office with laptop. Estate Planning to Reduce Stress

Estate Planning to Reduce Stress

Financial stress is one of the leading causes of anxiety and sleep loss for many Americans today. Uncertainty about the future, money worries, and lack of clear plans for your assets can take a heavy toll on both mental and…

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New Investing Opportunities with ABLE Accounts

Disability benefits, such as Supplemental Security Income (SSI) and Medicaid, are only available to people who are extremely poor or who possess properties that are restricted by restrictive trusts. Federal legislation now permits disabled people to set up their own…

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irrevocable trust document

Comparing Revocable vs Irrevocable Trusts

For estate planning, a wide variety of trust types are available; the most common are revocable and irrevocable trusts. While there is some similarity, these two major categories of trusts have different purposes in your estate plan. Both can substitute…

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medicaid and money

Nursing Home Eligibility for Medicaid

You may want to think again if you believed Medicaid planning meant only meeting strict income and asset limits to qualify for long-term care. You will also need to demonstrate you need the level of care typically provided in a…

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