Special Needs Planning: Do you have an adult or child with special needs in your family? Properly combining financial and estate planning will maximize their quality of life by allowing them to benefit from an inheritance, without risking a denial of government benefits. (Run time 3:58)


 

Estate Planning and Elder Care: Long term care costs are rising, and government benefits have become more difficult to obtain. For example: advance planning is often required in order to qualify for certain government benefits. The best solutions come from being proactive and combining legal, tax and financial planning. (Run time 4:18)


 

Wills vs Trusts – What do they do? A will does not keep you out of the probate court process, while a trust will do that, saving a great deal of time and expense. A trust serves as a complete set of instructions. Powers of attorney for healthcare and finance are also critical pieces of your estate planning documents. (Run time 3:56)