Many people assume estate planning is only for the wealthy or elderly. The truth is that these plans are especially important when making common life transitions, regardless of your age or net worth. The following four scenarios are helpful examples of when having an...
Even as the current issue of Kiplinger Personal Finance magazine was explaining the estate planning benefits of a special needs trust, the Indianapolis Business Journal was reporting problems plaguing the system for granting disability Medicaid waivers on which many...
"Health care costs today affect wealth transfer tomorrow," a Nationwide article cautions wealth advisors. "Though a great generational wealth transfer is coming, health care spending could diminish what loved ones receive." As they enter their retirement...
"Less stress leads to better sleep, improved health, and a greater sense of security. And, at its core, estate planning is about reducing stress", North Carolina estate planning and elder law attorney Greg McIntyre observes. "While most people associate estate...
