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5 December

Do You Need a Spendthrift Trust?

Estate Planning, December 5, 2023

Forbes predicts a $30 trillion wealth transfer from the aging population. The median inheritance is $69,000, with trust fund transfers at $285,000. However, an Ohio State University study found that.

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16 October

Unlocking the Power: The Top 10 Benefits of a Comprehensive Power of Attorney

Estate Planning, October 16, 2023

A highly detailed, comprehensive power of attorney is a legal tool that offers an array of advantages, particularly for seniors. While many powers of attorney are too general and may.

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19 September

Navigating the Role of Power of Attorney: Responsibilities and Considerations

Estate Planning, September 19, 2023

Being appointed as an agent under a power of attorney is both an honor and a significant responsibility. In this edition of our newsletter, we delve into the role of.

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About

Helping people age with grace and dignity while protecting their legacy

Recent Blog Posts

  • Smart Medicaid Planning: Prepay Funeral Expenses to Protect Your Assets April 9, 2025
  • How Pooled Trusts Help Seniors and Disabled Individuals Qualify for Medicaid March 25, 2025
  • Supporting Family Caregivers: The Credit for Caring Act February 26, 2025

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