How to Choose a Medicare Supplement (Medigap) Plan

Posted · Add Comment

Recently I received a letter from Highmark Blue Cross Blue Shield telling my that they were canceling the Medicare Supplement (Medigap) Plan I had been using. The letter informed me that I needed to acquire a new plan, or suffer permanent negative consequences. So, I was faced with the unenviable prospect of having to find […]

When is Trust Planning Appropriate?

Posted · Add Comment

Clients who are nearing retirement age are bombarded with information about asset protection planning from many sources. Their insurance salesman says one thing. A neighbor warns about the cost of nursing home care and tells a horror story about a family member who lost everything. Friends at the beauty salon share what they’ve done to […]