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Estate Planning

How Are You Thinking About Long-Term Care Costs in Estate Planning

Long Term Care Payment Options Continue to be Limited The Wall Street Journal continues to report on the struggles of the long term care insurance market.  Why is this important?  Long term care insurance was viewed as the middle class solution to affording long term care.  Without long term care insurance, options are limited for …

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Individuals You Need to Consider Naming in Your Estate Plan

Overview An estate plan asks the client to name individuals for a variety of responsibilities – responsibilities that differ from one another and may lead the client to determine that more than one person is best suited to fill each of these roles. Executor/Trustee For the client The executor of a will is responsible for …

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