Harwell & PlantApr 244 minEstate PlanningWhat is a Pour-Over Will?A pour-over will is a simple document instructing that any assets you personally own at the time of your death be transferred to a trust.
Harwell & PlantMar 275 minLong-Term CareLong-Term Care Insurance or Self-fund?You are fortunate to have accumulated substantial wealth but are wondering if that is enough to pay for a potential Long-Term Care event.
Harwell & PlantFeb 215 minElder LawWhat are the key considerations for aging in place during retirement?There's no place like home — especially as you age. Most adults ages 50 and up, 77% want to stay in their homes long term, according to AARP
Harwell & PlantFeb 76 minTrustsFive Effective Uses of a TrustThe type of trust you choose depends primarily on the objectives but also on the type of assets you intend to transfer to the trust.
Harwell & PlantFeb 43 minEstate PlanningEstate planning isn’t just for the wealthy — here’s why everyone should do itAdvanced planning can protect your legacy and make an emotional time easier for your loved ones. By: Elizabeth Gravier - Senior Reporter,...
Paul B. PlantJan 17, 20193 minTrustsHow Medicare Handles Second Medical OpinionsDoes Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to find out more...