Estate & Legacy Planning

Insurance Needs

When you retire, your workplace insurance offerings may run out.  Selecting new health insurance, and protecting your family with life insurance, are both important things to plan for right now.  

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Additionally, how you name your beneficiaries (or if you should use a Trust as your beneficiary) are important topics to speak to a professional about.

Medicaid

How will you pay for nursing home costs or the cost of assisted-living as you age?  

Medicaid planning, or a lack thereof, will have a huge impact not only on yourself, but also on your spouse and children.  

Charitable Giving

Leaving something to charity is often a goal of our clients.  But what, and when, is the best time and place to do this?  We help clients to answer this question, and we can help you, too.