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What Happens if Well-Spouse Dies First?

What Happens if Well-Spouse Dies First?

What Happens if Well-Spouse Dies First? Many of our clients have the situation of one spouse needs nursing home care, and the other “well” spouse sell lives at home. When we are able to work with families on financial planning, we often can have the “sick” spouse’s...
Steps to Set up and Manage an Irrevocable Trust

Steps to Set up and Manage an Irrevocable Trust

Steps to Set up and Manage an Irrevocable Trust A trust is a legal agreement between two or more parties that grants one party, or trustee, specified assets while the beneficiary, or the person for whom the trust is established, retains ownership of said assets. If...
Caregiver Burnout

Caregiver Burnout

Many of our caregiver clients are dealing with the biggest challenges they have ever faced. Their loved one can no longer toilet, feed, bathe, and dress themselves. Watching a family member lose the ability to function and revert to a childlike state is not only...