Don’t Forget These Five Aspects When Creating A Will

by Greg Jimeno | Dec 18, 2018 | General

A will protects your family and your assets and yet plenty of Americans don’t have a power of attorney or a will. During the accumulation years, or the time period you spend working and earning money, there are many different phases of your life that you may...

How to Create Your Own Estate Planning Rule Book

by Greg Jimeno | Jul 4, 2018 | Estate Planning

We encourage all our clients to create their own estate planning rule book, putting a comprehensive estate plan in place that lets them set the rules today for what will happen in the future. From making financial and health care decisions to helping your family avoid...

Medicaid

by Greg Jimeno | Jul 3, 2018 | News

Many people worry what will happen to their home and their children’s inheritance if they ever need to go into a nursing home. Nursing homes and other long-term care facilities are exceedingly expensive, and Medicaid requires you to meet stringent limits on income and...

Don’t Forget These Five Aspects When Creating A Will

How to Create Your Own Estate Planning Rule Book

Medicaid

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