Here are some additional planning tips to bring you peace of mind in the new year. Review your asset allocation. The start of the new year is an excellent time to reassess your investment portfolio to make sure your asset allocation is where it should be to accomplish your investment goals. Additionally, a stock, mutual fund or other investment that out-performed the market two years ago may not have done as well in 2025. If so, take a long, hard look at it. Make a detailed m

For many families, planning for the future means more than just wills and trusts—it also involves preparing for the rising costs of long-term care. Medicaid, the government program designed to assist with healthcare costs for those with limited financial resources, plays a critical role in covering long-term care expenses. However, many individuals are surprised to learn that qualifying for Medicaid often requires careful estate planning. With Medicaid making headlines lately

When planning your estate, it’s natural to wonder what should go into your trust and what might be better left out. Cars, trucks, motorcycles, and even recreational vehicles raise unique considerations when it comes to trusts. Here’s a breakdown to help you navigate the decision. Placing your car in a trust can simplify the transfer of ownership upon your death. Vehicles titled in your name may need to go through probate—a time-consuming and potentially costly process. A trus

Modern families come in all shapes and sizes - second marriages, stepchildren, unmarried life partners, and chosen families. But with more love comes more complexity, especially when it comes to estate planning. Without a solid plan in place, blended families can face unintended disinheritance, disputes, and financial hardships. If your family doesn’t fit the traditional mold, you need an estate plan that reflects your unique dynamics and protects everyone you care about. Wit

For many families, planning for the future means more than just wills and trusts—it also involves preparing for the rising costs of long-term care. Medicaid, the government program designed to assist with healthcare costs for those with limited financial resources, plays a critical role in covering long-term care expenses. However, many individuals are surprised to learn that qualifying for Medicaid often requires careful estate planning. With Medicaid making headlines lately

Few conversations are more uncomfortable than asking your parents about money. Yet, avoiding it can leave families unprepared for medical emergencies, long-term care costs, or even disputes after a parent passes away. From a legal standpoint, talking openly now can save your family from confusion later. Money decisions made today can affect not only your parents’ well-being but also the financial security of future generations. For example, without planning, a sudden nursing