Category: Medicaid Planning

All

IRA’s and Medicaid Planning

May 8, 2012

IRA’s and Medicaid Planning Recently, I had the pleasure of meeting with a Central Florida wife and daughter of a gentleman who is already living in the nursing home. They were struggling to figure out how to continue paying the cost of…

What Our Clients Say

Three gold stars for all of you. You worked hard for us. We really appreciate all you have done for us. We had a lot going on and with your help we finally got it together. You all know what you are doing. Our thanks to all of you.
Past Client

Comprehensive and flexible approach to estate planning. Easy to work with.
C.E.

Kathleen and her team made the process of setting up our wills very easy! Thanks for giving us great peace of mind!
S.C.