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General Information


What are Medicaid Asset Protection Trusts (MAPTs) and What are the Alternatives?
What is a MAPT? Are their alternatives that will accomplish my goals and avoid potential complications?
6 min read


Why the Same Person Fulfills Three Roles
Why do we default to the same individual serving as- Power of Attorney, Executor, and Trustee?
3 min read


Introduction to Estate Planning
This is a one page description for clients with insights to consider for the 5 primary questions they will need to consider...
2 min read


How the Documents in a Trust Based-Estate Plans Work Together.
This quick video explains how the documents in a Trust-Based Estate Plan work together. (3 min.)
1 min read
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