Estate Planning

28 Mar

Estate Planning

Do You Need a Trust for Your Pet? (Yes, Even a Tortoise That Lives 100 Years)

March 26, 2026
By AmyGinsburg

I used to think trusts were something reserved for ultra-wealthy families with vacation homes in three states, a ...

28 Mar

Estate Planning

What Is a Medicaid Asset Protection Trust?

March 12, 2026
By AmyGinsburg

A Medicaid Asset Protection Trust is an estate planning tool sometimes used to protect assets while planning for ...

27 Mar

Estate Planning

How Much Money Can You Keep If Your Spouse Goes Into a Nursing Home?

March 12, 2026
By AmyGinsburg

When one spouse enters a nursing home, the other spouse often worries about losing their financial security.

27 Mar

Estate Planning

How to Reduce Taxes for Your Heirs: Smart Estate Planning Strategies

March 26, 2026
By AmyGinsburg

Everyone wants to leave something behind for their family. Fewer pe...

26 Mar

Estate Planning

Medicaid vs Long-Term Care Insurance: Which Is Better?

March 12, 2026
By AmyGinsburg

Long-term care can be extremely expensive, and many families struggle to decide how they will pay for it.

26 Mar

Estate Planning

Did You Know You Can Search for a Deceased Person’s Life Insurance Policy?

March 26, 2026
By AmyGinsburg

Many people assume that if they don’t have a copy of a life insurance policy, the money is gone.

25 Mar

Estate Planning

What Is a Special Needs Trust and When Is It Used?

March 12, 2026
By AmyGinsburg

A Special Needs Trust is designed to hold assets for a person with a disability without affecting eligibility for...

25 Mar

Estate Planning

Estate Planning Basics: The “Starter Kit” Checklist for Busy Families

March 25, 2026
By AmyGinsburg

Estate planning sounds like something you do “later.” But in real life, “later” can turn into a crisis: a medical...

24 Mar

Estate Planning

Estate Planning Basics: A Simple Checklist for Busy Families

March 24, 2026
By AmyGinsburg

Estate planning isn’t just for the wealthy. It’s a set of documents that tells your family—and the court—what you want if you pass away or become incapacitated. The easiest way to start is to gather information and make a short decision list.