Asset Protection Planning

Privacy Laws

There are a number of laws protecting your privacy and the privacy of your information. This page describes several of…

5 months ago

Protecting your private Information

Review Account Statements and Notify Law Enforcement of Suspicious Activity As a precautionary measure, remain vigilant by reviewing all of…

6 months ago

New Article Discussing Medicaid Enrollment and Wealth Transfers

On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…

8 months ago