Operational Changes

COVID-19

We are in the business of serving people, and amid this coronavirus
outbreak, we must give you as much flexibility as possible when working
with our firm.

During this time of concern, you may feel uncertain about traveling or
entering public spaces. We want you to know that virtual meetings are
available. Web meetings enable us to connect, review your unique
circumstances and evaluate your needs, all from the comfort of your home or
office, without delaying your planning objectives.

Further, we are available to conduct phone or in-home meetings.

Your safety and peace of mind is our priority. We wish you good health and
peace of mind to you and your loved ones.

If you have any questions on estate, long-term care, Medicaid, VA or
special needs planning, do not hesitate to reach out to us.

 

 

 

Most Recent

Operational Changes

By Jacob L. Davidson
April 08, 2020 Category: COVID 19

We are in the business of serving people, and amid this coronavirus outbreak, we must give you as much flexibility as possible when working with our firm. During this time of concern, you may feel uncertain about traveling or entering public spaces. We want you to know that virtual meetings are available. Web meetings enable us to connect, review your unique circumstances and evaluate your needs, all from the comfort of your home or office, without delaying your planning objectives. Further, we are available to conduct phone or in-home meetings. Your safety and peace of mind is our priority. We wish you good health and peace of mind to you and your loved ones. If you have any questions on estate, long-term care, Medicaid, VA or special needs planning, do not hesitate to reach out to us.

7 Easy Steps Towards Effective Medicaid Planning

By Richard A. Myers
December 27, 2018 Category: Medicaid Planning

Be proactive! Take charge of your future, for yourself and your family. Take care with your financial records. Remember that you may need to provide up to 5 years of information to qualify for Medicaid. Keep an updated list of your Assets. (Stocks, Pension awards, Insurance Policies, etc). Maintain updated copies of your Liabilities, as well. (Rent or mortgage payments, property taxes, utility bills, and medical expenses). Determine your goals, family needs, and health concerns for your immediate AND long term future. Remember to have in place these key documents: - Will - Living Will - Healthcare Power of Attorney - Financial Power of Attorney - HIPAA Authorization Create an overall estate plan that will help you and your loved ones achieve your goals, help direct your saving, spending, and investment strategies, and allow you to plan with your individual needs in mind.

The Top 10 Estate Planning Mistakes

By Richard A. Myers
December 27, 2018 Category: Estate Planning

Not getting around to it. Not putting your plan in writing is always a bad idea. Believing the myth that estate planning is only for the wealthy: This is a fallacy. Estate planning is important for everyone who is concerned about where their assets will end up during disability and upon their demise. Often, when taking the value of a home into account, people are surprised to find that their estates are larger than they thought. Leaving the Living Trust Unfunded: A living trust is merely a vehicle that allows you to pass your assets outside of probate. However, if there are no assets in the trust, nothing has been accomplished. There is no point in drafting a living trust if the assets are not re-titled into the name of the trust. Leaving Assets as Joint-Tenancy: Titling assets as joint-tenancy with-right-of-survivorship (JT/WROS) does avoid probate because the assets pass automatically upon the first death, however, they are exposed to the lifetime creditors of the co-owner. Leaving

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