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We often don’t have the right preparedness plan in place until disaster strikes. Each time we’re jolted out of bed a little reminder in the back of our brain says take action. But, then, days go by, and we start to move that down the list until finally it’s no …
Whether you are single, married, have children or not, every American should have these 5 legal documents in place regardless of wealth. These documents are discussed by Alexis Martin Neely in her 4 minute CNBC video segment. Click Here What Are They? 1. Kids Protection Plan. If you have children, …
A Special Needs Trust can be established by a parent to preserve the child’s government benefits, enhance the childs qualify of life, provide a system of adequacy and address the child’s ongoing ‘life’ issues. How does the special needs trust preserve government benefits? A child with a disabilty at age …
I hope you had a wonderful July 4th Holiday! It’s been a little quiet in the office since this was a big week for vacations and long weekends for many of my clients. We went to a fireworks show, which was a lot of fun. I’ve heard stories from several …
