Articles & Publications

More Families Staying in the Same Home

America is changing, and sometimes in ways people don’t always expect. New data from the U.S. Census Bureau shows that more and more Americans are living in households with multiple generations. According to figures released late last year, about 5.6% of American families are living in multigenerational homes. That equates to about 4.3 million households throughout the country. While …  read more

What the Fiscal Cliff Agreement Means For Your Estate

It’s February and the fiscal cliff drama has faded since the president and Congress reached an agreement. In all the news coverage surrounding the story, the last-minute negotiations, and the subsequent deal, you may have missed the practical effects the deal has on your estate plan. While many people won’t need to worry about the estate planning elements of the fiscal cliff deal, there …  read more

22 States Favor Medicaid Expansion

Many of the provisions of the Patient Protection and Affordable Care Act (“PPACA”) are set to go into effect at the end of this year, including the expansion of Medicaid. After the Supreme Court held that states could not be forced to expand their Medicaid offerings, the provision has become a lightning rod for both opponents and supporters of the PPACA. As a result, the PPACA is off to …  read more

3 Questions on Changing the Terms of a Living Trust

If you already have created a living trust but are thinking about changing some of its terms, there are some things you should know, and they may be found in the paragraphs below. Even if you have never heard of a living trust but are beginning to consider your estate planning options, the following paragraphs will provide you with some basic information about the living trust. 1. …  read more

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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