Month: November 2019

November 1, 2019

Estate Planning Basics

Estate planning is not a one-size-fits-all endeavor.  When executed properly, an estate plan should be a customized plan designed to best protect you and your loved ones. While each estate plan should be tailored to fit your specific needs and goals, every estate plans should include some or all of the following: Will: A will […]

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November 6, 2019

What You Need to Know About 529 Plans

Let’s face it, college is expensive.  Reports for the 2019-2020 school year show the average cost of tuition and fees is $10,116 at an in-state public university and $36,801 at a private university.  When you then consider the additional costs of housing, books, and meal plans the total for your child to attend college may […]

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November 6, 2019

November is National Adoption Month!

Taking Care of Your New Family Member National Adoption Month is aimed at raising awareness about the adoption process and the children who need permanent, loving homes.  Each year thousands of children are adopted and throughout the years they bring much joy to their adoptive families. If you are in the process of adopting, have […]

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will and testament
November 8, 2019

Do You Need a Lawyer to Create a Will?

You might know that you should have a last will and testament, though you put off calling an attorney to create one. You see ads online for do-it-yourself wills, and you wonder – do I even need a lawyer to create a will? While the law does not require everyone to have legal help to […]

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November 11, 2019

What Happens if You Do Not Have an Incapacity Plan?

Many people forget that estate planning is not only for after you pass away, but also to ensure your well-being should you become incapacitated. Illnesses or injuries can cause mental incapacitation over time or all at once and, in either situation, you will be unable to handle your financial and legal affairs, as well as […]

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November 14, 2019

Estate Planning for All Seasons of Life

Each season of life brings it’s own unique changes and challenges.  Chances are you may want to plan ahead to protect yourself from potential incapacity, protect your family from probate, ensure your pets are taken care of, or perhaps it’s a charitable contribution that you care about – your goals deserve thoughtful planning to ensure […]

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Doctor with a stethoscope
November 25, 2019

Will I Need to Qualify for Medicaid?

According to the United States Department of Health and Human Services, someone turning 65 today has an almost 70 percent chance of needing long-term care at some point in their lives. When it comes to paying for long-term care, many people assume that their health insurance or Medicare will cover it – and both assumptions […]

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