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Medicaid Planning Basics: Part 2 - Exempt Assets
In Part 2 of my Medicaid Planning Series we are going to discuss what “Exempt Assets” are and how to use them for Medicaid Planning.
Medicaid Planning Basics: Part I
In Part I of this three part series I will present a general overview of what is referred to as “Medicaid Planning.”
Chad Speaks at Money Smart Week 2017
On Tuesday, April 25, 2017, Chad delivered a presentation titled "Planning for Incapacity: The Power of Attorney and Revocable Trust."
Senior Living Options in McLean County
As the Baby Boomer generation ages, many families are facing decisions about how to choose a Senior Living Facility for their loved one.
Money Smart Week 2017
Chad is proud to have participated in Money Smart Week as a presenter helping to educate consumers on Estate Planning for three years.
Estate Planning Basics for Blended Families
Blended Families create their own unique set of estate planning challenges.
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