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Grandchildren Estate Plan: 5 Tips to Avoid Common Problems As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future....
When you are starting your estate plan, there are a couple of things that you need to think about. The most important question is what is your goal? Or put a different way: what do you what to accomplish with your estate plan? After you have answered this question,...
Administration of a loved one’s estate or trust. If you’ve been appointed an personal representative of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral,...
A Tip for The Overwhelmed Personal Representative While it is an honor to be named as an the personal representative of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization,...
Medicare Plans – What is best for you? Are your Medicare plans still working for you? Medicare’s open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7. Now is the time to review your options to determine if switching...
In recent years, nursing homes have increasingly asked — or forced — patients and their families to sign arbitration agreements prior to admission. By signing these agreements, patients or family members give up their right to sue if they believe the nursing home was...
What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. Pablo...
Digital Assets is an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They...
What To Do After a Loved One Dies and you are the Personal Representative or Successor Trustee If you’ve been appointed an personal representative of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list,...
Medicaid, long-term care, and your spouse We as Americans are living longer. The longer we live, the more likely it is that we will spend time in a skilled-nursing facility or nursing home. Skilled-nursing facilities are very expensive and are the source of anxiety...