by Lauren Jackson | Sep 8, 2020 | Estate Planning, Medicaid
A popular question that I answer a lot for my estate planning clients is what is the Medicaid look-back period for assets? When clients realize they might be eligible for Medicaid, they start their estate planning with that in mind. However, the timing of everything...
by Lauren Jackson | Jun 28, 2020 | Estate Planning, Life Insurnace
One question that I continually hear from clients, friends, and family is what type of life insurance should I get? First off, let’s acknowledge that I am not an insurance salesperson and I do not and have never sold insurance. The following information is...
by Lauren Jackson | Jun 17, 2020 | Uncategorized
When I’m talking with my clients about how often to review their estate planning documents, I always recommend they review all financial accounts; how they are titled and who are the listed beneficiaries. A good habit to get into is to do an annual review. I...
by Lauren Jackson | Apr 25, 2020 | Estate Planning, Joint Trust
News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to...
by Lauren Jackson | Apr 14, 2020 | buying a home, Real Estate, selling a home
Life is good and you believe you have found your forever home. However, what happens if you signed a contract to purchase that home and you changed your mind? Is there a way to cancel a real estate contract without being penalized? When purchasing a...
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