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Advance Planning Articles



February 15, 2022

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advance planning


What is a Funeral Trust? [Pros, Cons & Strategies]

Looking for a way to help spend down your countable assets for Medicaid eligibility for long-term or senior care? With an irrevocable funeral trust, you can spend down your assets and provide peace of mind for your loved ones for your end of life expenses.

February 9, 2022

pen sitting on contract

advance planning


What is Asset-Based Long-Term Care (LTC)?

Asset based long-term care is a type of life insurance that can be used to help pay for long-term care. If there are funds left after the death of the policy owner, the beneficiaries will receive a death benefit that can help with funeral expenses or to simply help with their personal finances.

January 27, 2022

plan in large black letters with grid background

advance planning


Why Should You Plan Ahead for Long-Term Care?

It’s natural to assume you’ll never need long-term care. But in reality, over 70% of individuals turning 65 will require some form of professional care in their senior years. So, why should you plan for this long-term care need?

January 27, 2021

senior couple signing paperwork

advance planning


3 Common Solutions for Long-Term Care Pre-Planning

When planning for long-term care, timing is everything. Planning ahead is ideal since it presents more options for preserving your hard-earned assets. Here are some of the most common solutions for pre-planning for long-term care.

December 17, 2020

adult daughter helping elderly mother

advance planning


What is a Power of Attorney and Why Do You Need One?

As you grow older, your chances of experiencing a health crisis and becoming ill increase. Therefore, it’s important to have plans in place in case you are unable to make decisions for yourself. That’s where a power of attorney (POA) comes in. Let’s explore what a POA is and why you should have one.

November 6, 2020

senior couple speaking to attorney about LTCI

advance planning


When Should You Buy Long-Term Care Insurance?

Long-Term Care Insurance (LTCI) is one of the most common tools used in the advance planning process. In addition to a nursing home stay, LTCI benefits can typically be used for at-home care or an assisted living facility. But when is the best time to purchase a Long-Term Care Insurance policy?

August 27, 2020

A thorough estate plan includes all of your assets along with a clear plan for transferring those assets to the people or entities you want to receive them upon your passing. Let’s walk through a checklist of what should be included in your estate plan.

advance planning


An Estate Planning Checklist

A thorough estate plan includes all of your assets along with a clear plan for transferring those assets to the people or entities you want to receive them upon your passing. Let’s walk through a checklist of what should be included in your estate plan.