More Than a Will

Do I need more than a will? Many people believe that if they have a will, their estate planning is complete, but there is much more to a solid estate plan. A will typically does not cover all authority and instruction that is needed at your death.  In addition, the...

Using 529 Plans for Medicaid Planning

The use of 529 plans, named for Section 529 of the Internal Revenue Code, have been a popular way to reduce an individual’s taxable estate; save for a child, grandchild, or other family member’s education; and receive tax-free growth of educational savings for several...