1. What if…?

    Since I conceived of Safe Harbor Wills and Trusts 20 years ago, I have been an advocate of using trusts for an estate plan rather than simply a Last Will and Testament.  I built my business on the co…Read More

  2. Team Leader of the Year

    As some of you may know, Marie, our Director of Operations, and I are members of Atticus Attorney.  Atticus is a national organization, serving only top law firms.  Its membership includes law firms…Read More

  3. How the Probate Process Works

    Following the death of a loved one, it can be very difficult to think about what legal steps need to be taken. While you should absolutely allow yourself time to grieve, it is a good idea to begin han…Read More

  4. Is Long-Term Care Insurance Right for Me?

    As the cost of nursing home care has risen over the decades, many people have struggled to find ways to prepare for expensive care at a period in their lives where their income may be limited. While l…Read More

  5. What is Medicaid Spend-Down?

    Medicaid can be an incredibly confusing program. From seemingly contradictory eligibility requirements to a variety of federal and state requirements, just knowing where to begin can be hard for anyon…Read More