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Do-It Yourself and Free Estate Planning Forms…Proceed with Caution

Do-It Yourself and Free Estate Planning Forms…Proceed with Caution

By admin

A quick search of the internet reveals no shortage of Free Power of Attorney Forms, Free Will Forms, and other fill in the blank estate planning documents.  With the rampant growth and availability of the do-it yourself (DIY) legal market, it is worth taking a moment to evaluate what is in the consumers’ best interest…. Continue Reading

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Affordable Care Act

By Andrew Boyer

How does the Affordable Care Act “Obamacare” impact persons with disabilities who rely upon public benefits to live safely and comfortably. The ACA is complex.  Not many of the articles which are available on the Act are easy reading.  Much of the Act is geared to reducing health care costs.  Not all of the Act… Continue Reading

Inappropriate Annuities May Jeopardize Long-Term Care Options

Inappropriate Annuities May Jeopardize Long-Term Care Options

By admin

More often than not when reviewing a breakdown of a client’s current financial status during an initial long-term planning consultation, I find one or more annuities in either the asset or the income column. And, often the client isn’t sure what type of annuity they have or how the annuity might affect their ability to qualify for… Continue Reading

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