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 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. PlantSep 13, 20172 minTrustsTransferring Assets and the Five Year Look-backWhen an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with...
Paul B. PlantFeb 9, 20172 minElder Law5 Ways Seniors Can Leave a Legacy for Their GrandchildrenYou have a wealth of knowledge, stories, skills, and an important history that you want to make sure you pass down to your children and...
Paul B. PlantApr 16, 20155 minTrustsGifts of HomeMost families purchase their largest personal residence in their mid-forties. Families with children often need the additional space....