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Investment Planning, Building Wealth & Managing Taxes

Strategic asset allocation and estate planning strategies hinge on carefully considering future financial needs. Today's volatile markets spotlight financial questions of how much and when you'll need to fund retirement to senior living and the time in between while preserving wealth for beneficiaries.

04/19/24 • by: Vick Law, P.C.

Why Estate Planning Is Essential for Small Business Owners

Estate Planning

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

04/19/24 • by: Vick Law, P.C.

The Estate Planning Talk You Need to Have with Aging Parents

Estate Planning

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.

04/16/24 • by: Vick Law, P.C.

What is a Transfer on Death Instrument in Estate Planning?

Estate Planning

Transfer on Death (TOD) instruments are a cost-effective solution that preserves intergenerational wealth, in an accessible avenue for individuals to safeguard their assets and leave a lasting legacy for future generations.

04/16/24 • by: Vick Law, P.C.

Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Estate Planning

Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.

04/07/24 • by: Vick Law, P.C.

Baby Boomers Highlight Significance of Elder Law in Estate Planning

Elder Law

The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.

04/05/24 • by: Vick Law, P.C.

VICK LAW MEDICAID+ PROGRAM

Estate Planning

At Vick Law, P.C., we're committed to ensuring that our clients have the support they need to maintain their Medicaid eligibility and access the benefits they deserve. With our Medicaid+ Program, you can rest assured knowing that you have a dedicated team of legal professionals advocating for your best interests every step of the way. Don't let the complexities of Medicaid eligibility overwhelm you – contact us today for more information about how our Medicaid+ Program can provide you with peace of mind and security.

04/03/24 • by: Vick Law, P.C.

3 Signs You Definitely Need a Trust (and Not Just a Will)

Estate Planning

Estate planning is akin to crafting a roadmap for the future; it's about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over a will.

03/29/24 • by: Vick Law, P.C.

Life Insurance and Estate Planning

Estate Planning

Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your estate is distributed according to your wishes. When used effectively, life insurance can…

03/29/24 • by: Vick Law, P.C.

When Should I Hire an Elder Law Attorney? A Guide for Seniors and Caregivers

Elder Law

Handling your parent's or spouse's financial affairs and long-term care planning is not for the faint of heart or a task for the unprepared. Having an experienced elder law attorney advocate for you who helps create a comprehensive estate plan benefits the family.

03/29/24 • by: Vick Law, P.C.

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Estate Planning Blog

Investment Planning, Building Wealth & Managing Taxes

Why Estate Planning Is Essential for Small Business Owners

The Estate Planning Talk You Need to Have with Aging Parents

What is a Transfer on Death Instrument in Estate Planning?

Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Baby Boomers Highlight Significance of Elder Law in Estate Planning

VICK LAW MEDICAID+ PROGRAM

3 Signs You Definitely Need a Trust (and Not Just a Will)

Life Insurance and Estate Planning

When Should I Hire an Elder Law Attorney? A Guide for Seniors and Caregivers

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