The Medicaid Qualifying Process: A Five Year Retrospective Without Penalties
Planning is essential when dealing with long-term care since nearly everyone will require it at some point. While we cannot…
Having an Estate Planning Discussion with Your Parents
Some of us may find it difficult to talk with our parents about estate planning. Despite the challenging nature of…
A Well-Structured Estate Plan Can Minimize Heir Conflicts
Your children, including minors and adults, may not agree about your family circumstances, including who should inherit your estate. Relationships…
How Entrepreneurs Can Plan Their Estates
In addition to motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication, and collaboration, entrepreneurs possess a flexible mindset and…
How to Avoid Making Mistakes When Appointing Beneficiaries
You likely have a beneficiary since these are common designations in retirement accounts, wills, and trusts. A beneficiary is an…
Creating a Charitable Trust Can Provide Your Heirs With Income
A charitable trust is an irrevocable trust that provides income to your heirs while also benefiting you or a charity.…
Managing the Financial Needs of Children With Special Needs
Estate planning presents unique challenges when it comes to special needs children. Optimizing your estate to use, enhance, and enrich…
Your Personal Possessions Play a Significant Role in Your Memories
Let's say you have a well-defined estate plan. Your home, savings, and investments will be taken care of and the…
Making an Estate Plan for Blended Families
Stepchildren today are frequently part of American families, and they are often treated the same as full biological children, even…
When a Beneficiary No Longer Lives, Who Inherits the Estate?
What happens to your inheritance if your beneficiary is no longer alive? You may be wondering whether if you leave…