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Monthly Archives: October 2022

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Why It Could Be Beneficial To Spend Down Savings

By Brian S. Karpe |

Just in the name alone, savings denotes funds that are put aside and not touched unless necessary or to be spent at a later time. This is true throughout life. People should put some money that they make from each paycheck away for savings. In time, those funds will accumulate and can be a… Read More »

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Should A Senior Spend Down Their Savings?

By Brian S. Karpe |

Over the course of a lifetime, people work and grow their financial and property assets. The earnings people have made have been saved and invested and can be modest to substantial. No matter how modest or robust one’s savings are, the thought of how to handle expenses after retirement while also providing for beloved… Read More »

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What Are The Main Differences Between Estate Planning And Estate Planning For Medicaid?

By Brian S. Karpe |

If you expect to need Medicaid, then you should create or update your estate plan for this potential. The truth is, that estate planning and estate planning for Medicaid are two different animals. When you are planning with Medicaid as a factor you have to do so in such a way that preserves your… Read More »

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Types Of Special Needs Trusts

By Brian S. Karpe |

When a person is receiving government benefits like Medicaid, these benefits do not cover all of the costs of daily life. Potentially, you may be taking care of these extra expenses for your loved one while you are still living, but if you pass on before your loved one, you will no longer have… Read More »

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