Do you have income, investments, or property? If so, did you know that you may be ineligible for Medicaid or other government benefits? Are you wondering whether a trust is right to protect your or your family’s assets?
Have you been named a beneficiary of a trust or a will? Has a loved one passed away without a will and you need help figuring out the next steps?
Estate Tax
One of the many advantages of estate planning is minimizing your beneficiaries’ tax obligation when they receive assets from your estate.
Retirement Income Planning
Have you been thinking about your retirement?
Have you ever thought about needing care? Or how your income stream would change if you were to become disabled? How would it affect your family?