Tag Archives: beneficiary designations

Alzheimer’s and Estate Planning

BE PREPARED! Estate and Elder Law planning is even more important if you suspect that you or a loved one is in the early stages of Alzheimer’s or any progressive cognitive disease. Here are just a few areas you should … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

Special Needs Trust

What is a “Special Needs” trust? Special Needs Trusts are created to comply with the complex rules of federal needs-based benefits programs that are important and may be available to people with disabilities, such as: • Supplemental Security Income (SSI) … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

Review your Wills, Powers of Attorney, Insurance policies today!

Situations change, families move, loved ones pass away, children are getting divorced, a grandchild is born with a disability. Your legal and insurance documents are instructions to those handling your final wishes, but it your responsibility to make sure they reflect … Continue reading

Posted in Uncategorized | Tagged , , , , , | Leave a comment

Wills vs Beneficiary Designations

SO YOU HAVE A WILL! A will is a very important document. It is how your wishes are carried out relating to who or where (possible charity) your assets will be distributed. You may have spent a considerable amount of … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment