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

In the hustle and bustle of our youthful years, contemplating estate planning may seem like a task meant for a far-off future. Yet, the importance of having crucial documents in place cannot be overstated, even for those under the age of 40. Particularly, health care directives and powers of attorney are not just for the older generation; they are essential tools for safeguarding our well-being and financial affairs, especially as we embark on new life chapters. It’s Not Just