Search Results for: Special needs

The Family Trust, Changeable & Revocable
    A Powerful and Affordable Estate Planning Tool When most people think of Estate Planning they think of a Will. A key component in many Estate Plans is a Revocable Living Family Trust. A Trust is similar to Will because it designates who will receive property. However, unlike a Will it can designate when […]
DocuBank, Worldwide Access to Your Living Will
DocuBank, Worldwide Access to Your Living Will Member Number: PIN: Personal Password:   Forgot Password or First Time User Part of my Client Maintenance Program includes a membership to DocuBank. DocuBank provides hospitals with immediate access to your healthcare directives and emergency information, 24/7/365. Our office includes DocuBank as part of our client service package […]
Convert Life Insurance into a Long Term Care Benefit Plan
Mom is aging and needs lots of care but has limited resources. The family is looking for a way to cut her unneeded expenses while meeting her needs. One expense that families consider cutting is a life insurance policy. After all, most of us purchase life insurance to pay for living expenses of a family, […]
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