Estate Planning | Making a Difference One Family at a Time

Are All Asset Transfers Subject to the Probate Process?

The probate process is something that you should understand when you are making estate planning decisions. Assets are not immediately distributed to the heirs in many instances. Some asset transfers are subject to the probate process, but some types of asset transfers would not go through the process. Before we define probate property, let’s look … [Read More]

Medicaid Planning: How Is My Spouse Impacted?

There is a great deal to take into consideration when you are planning ahead for your senior years. You may be under the assumption that Medicare will take care of all of your health care expenses, and you may also assume that Medicaid is not relevant to you. In fact, Medicare does not pay for … [Read More]

When Will I Become Eligible for Social Security?

Social Security Administration website. Comprehensive Long-Term Planning To be optimally prepared for the future, you should work within a solidly constructed long-term financial plan. If you would like to discuss your future with a licensed professional, contact us through this page to set up a free consultation: [Read More]