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JUNE 2021 NEWSLETTER

Top Stories
How an Irrevocable Life Insurance Trust Can Be Used to Avoid or Reduce the Estate Tax

With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust could be the answer. 
Legal Planning for People with Dementia
It is important for someone with early-stage Alzheimer’s to document their wishes and decisions regarding their financial and medical wishes while their capacity is still intact.

Can Life Insurance Affect Your Medicaid Eligibility?

When applying for Medicaid, many people often forget about life insurance. But depending on the type of life insurance and the value of the policy, it can count as an asset. 
President Biden Proposes Billions in Increased Funding for Home Health Care

President Biden has introduced a plan to spend $400 billion over eight years on home and community-based care for the elderly and people with disabilities. The money would go to expand access to care and support higher-paying caregiving jobs. 

Monthly Contest

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Get To Know Us!

NEW EMPLOYEE ALERT! Joanne Palombo has joined our firm as our Practice Manager. Joanne will be managing our practice’s procedures and administrative needs with a main focus in marketing and client service. She brings a wealth of experience from multiple areas and is excited to help MLG grow! Joanne enjoys reading, watching movies, and cooking so if you hear a new friendly voice answer the phone, be sure to ask what's on her menu for the day!

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