THE MORE YOU KNOW: REVERSE MORTGAGES & ESTATE PLANNING
Estate Planning
THE MORE YOU KNOW: REVERSE MORTGAGES & ESTATE PLANNING
You have likely seen several advertisements for reverse mortgages. The concept is a simple one: as long as you own and live…
FACTORING LONG-TERM CARE INTO YOUR ESTATE PLAN PAYS OFF
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that…
WHY HIRE AND ELDER LAW ATTORNEY TO COMPLETE A MEDICAID APPLICATION?
When spousal or parental nursing home placement is unavoidable, and once it’s realized that Medicare is not going to pay for a nursing home…
JOINT TENANCY PITFALLS: THE ‘SIMPLE’ FIX THAT CAN LEAVE YOUR FAMILY BROKE
There are many ways to own your assets. Typically people want their family to receive their savings as quickly and simply as…
STEPS FOR STARTING THE END-OF-LIFE CONVERSATION
No one wants to discuss death and dying. Yet it’s a critical time for which we ought to prepare. Many people are…
NOT MARRIED? YOU’RE NOT ALONE – BUT YOU STILL NEED A PLAN. ESTATE PLANNING FOR PEOPLE LIVING TOGETHER, BACHELORS, AND BACHELORETTES
Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning focuses on…
FIVE SURPRISINGLY COMMON PLANNING MISTAKES BABY BOOMERS ARE MAKING IN DROVES
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes…
PROS AND CONS OF PROBATE
In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with…
SMALL BUSINESS OWNER? KNOW WHAT CAN HAPPEN IF YOU BECOME INCAPACITATED OR PASS AWAY.
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted,…
ARE PAY ON DEATH ACCOUNTS RIGHT FOR YOU?
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…
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