Fred is 68 and collecting Social Security. His wife Lisa will be 66 in the spring and plans to retire. To maximize her Social Security, Lisa is considering filing for spousal benefits at 66 and then delaying the filing for her … [Read more...]

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Estate Planning

Leaving a Legacy for Your Children and Grandchildren

Simplifying Things for Your Heirs

Why Would a College Student Need a Power of Attorney?

Medicaid Planning

What IRS Revenue Ruling 2023-2 Actually Says & Why It Does Not Affect the Living Trust Plus®

Would a Graduation Gift to my Son Affect my Mother’s Medicaid Eligibility?

The Living Trust Plus® Asset Protection Trust

Veterans Benefits

Home Care Options for Veterans!

New Law Gives a Significant Boost to Veterans and Their Caregivers

Virginia Department of Veterans Services Releases New Online Resource to Support Veterans and Military Families

Special Needs Planning

How Do You Plan for the Financial Future of a Loved One with a Disability

Autism and Telepathy: Can "Nonspeaking" Children Actually Communicate?

18 Things to Do When Your Child with an Intellectual or Developmental Disability is About to Turn 18