Vested Partners A Multi-Family OfficeBlog Articles and Updates
There are things you learn from books and things you discover from life.
Holidays can be a convenient time to discuss important estate planning matters with your loved ones. Arm them with need-to-know information.
We’re conditioned to think of 65 as the tipping point into old age. At least we used to. Actuarial tables combined with the attitude that ‘70 is the new 50’ mean that you can and should consider clients’ needs for protection from taxes at three distinct stages of old age.
You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step?
The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997. How can you plan ahead?
A good Medicaid attorney has the knowledge and experience to bring more favorable outcomes and to make the process go more smoothly.