AIM

Estate Planning

Family walking hand in hand on the beach at sunset, symbolizing passing on generational wealth and creating a legacy plan for future heirs.

Controlling What Happens to Generational Wealth After You’re Gone

Protect Your Legacy and Prepare Your Family for the Future You have worked hard for years to build and protect your legacy, but have you thought about what will happen to it once you are gone? Your wealth can either unite your family or create unnecessary tension if there isn’t a plan in place. Preparing

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Blue stethoscope on desk next to laptop symbolizing Medicaid eligibility and five-year look-back planning.

Qualifying for Medicaid: A Five Year Look- Back Without Penalties

Nearly everyone will need long-term care at some point in their lives, so planning is vital. While we cannot predict the timing or level of care, we can take steps to prepare for an unexpected medical and financial crisis to help reduce the stress on ourselves and our family members. The cost of care continues

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Happy family with two children and a dog walking on the beach, representing the importance of discussing estate planning with your spouse or partner to protect your family’s future.

Talking to Your Spouse or Partner About Estate Planning

Talking to Your Spouse or Partner About Estate Planning Comprehensive estate planning starts with honest conversations between you and your spouse or life partner. Before meeting with an estate planning attorney, take time to discuss your priorities so you can present a united vision. These conversations can be difficult, especially if you have different views

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