saving money

Asset Protection for Business Owners

2018-12-26T18:43:44+00:00March 19th, 2012|

Protect Your Business AND Your Personal Assets As a business owner, is protecting your wealth from creditors, predators, lawsuits and bankruptcy important to you?  Is it important to keep claims against your business separate from claims against your personal assets such as your home, vehicles and life savings?  If your answer to these questions is [...]

Asset Protection 101

2018-12-26T22:36:09+00:00December 10th, 2011|

Asset Protection 101 Is protection from creditors, predators, lawsuits and bankruptcy important to you?  This is a common question I will ask my clients as we identify their estate planning goals.  If their answer to my question is “yes”, we have a discussion about asset protection planning.  Asset protection planning has become especially important in [...]

Veterans Benefits for Long Term Care

2018-11-22T04:52:48+00:00November 23rd, 2011|

  NOTE: We posted this information in November of 2011. AS OF NOVEMBER 2018, THE UPDATED RULES ARE AVAILABLE HERE “ATTENTION VETERANS: Qualifying Veterans May Receive Up to $23,396* per year to help pay for Home Care, Assisted Living, Skilled Nursing, Adult Day Services, etc.” said an advertisement in a recent addition of the local [...]

How do I avoid paying everything I own to the nursing home?

2018-12-26T21:12:26+00:00November 22nd, 2011|

How do I avoid paying everything I own to the nursing home is a question I am asked by many of my clients either as they begin the process of looking at long term care options, or as a family member begins looking at the long term care process.  While each client’s situation is different, the [...]