by awarner | Sep 19, 2022 | Uncategorized
Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities. In general, any funds left to such a beneficiary should be left in a special needs trust. This can get a bit complicated when...
by awarner | Sep 19, 2022 | Uncategorized
Many senior citizens may need the services of a nursing home or at-home care at some point in their life. You might assume that government assistance or health insurance will step in and cover the cost if you cannot afford these services. Unfortunately, neither health...
by Annie Warner | Sep 19, 2022 | Uncategorized
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family. 1. Alternate Beneficiaries One of the most...
by awarner | Aug 10, 2022 | Uncategorized
If you are among the more than 49 million Americans enrolled in Medicare Part D, you may feel overwhelmed by the costs of your prescription drugs from one year to the next. Proposed legislation currently awaiting review by the Senate could bring you some relief in the...
by awarner | Aug 10, 2022 | Uncategorized
Many relatives or caretakers of loved ones living with a disability may at some point need to be able to exert more control over their family member's personal affairs. For parents of children who have a disability, for instance, that time is often when the child...
by Annie Warner | Aug 10, 2022 | Uncategorized
So, you’re officially divorced. In starting this new chapter of life, you should update your estate planning documents as soon as possible. You may no longer be legally married, but divorce does not automatically remove your prior spouse from your will, trust,...
