by Noel Izar | Feb 9, 2024 | Blog
A client asked this week whether and when he should use the bank’s offered beneficiary form for his investment account. While this might seem like an easy question, the answer is “it depends.” Filling out a beneficiary designation form can change your entire estate...
by Noel Izar | Feb 2, 2024 | Blog
On a regular basis we meet with families facing long term care issues who make decisions based upon an incomplete understanding of the laws and rules concerning Medicaid. Sometimes the information is obtained from friends and relatives who have navigated the Medicaid...
by Noel Izar | Jan 26, 2024 | Blog
Memory care services go beyond traditional long-term care, offering specialized support for individuals experiencing Alzheimer’s disease, dementia, and other cognitive impairments. These secure environments are designed to minimize confusion and maximize resident...
by Noel Izar | Jan 19, 2024 | Blog
Have you thought about how you would handle a sudden illness or life-threatening injury? More people are thinking about the implications of the possibility of a bad bout with COVID-19 and where that would leave them legally and financially. The good news is there...
by Noel Izar | Jan 12, 2024 | Blog
Each year it seems that more people move to Florida to enjoy their retirement in our warm weather and low tax rates. Many come from higher-tax states and may hope to be “let go” by their old home state. The question of domiciling has two prongs- based on the rules...
