Estate Planning | Making a Difference One Family at a Time

Can I Work When I’m On Social Security?

When you are working throughout your life, you pay a tax that can seem like a nuisance. It carries these initials: FICA. Though this can seem like money down the drain, in fact, if you live long enough you do get something for your contributions. As you are paying these taxes, you are earning retirement … [Read More]

Is There More Than One Type of Will?

Special Report on Wills. Schedule a Free Consultation There are many different tools in the estate planning toolkit, and you should become apprised of all of your options before you make any decisions. If you would like to discuss things with a licensed professional, our firm can help. We offer free consultations, and you can … [Read More]

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]