The Living Will as Compared to a Living Trust
Many people interchange the terms Living Will and Living Trust, but they are much different from each other. A Living... Read More
Estate Planning, Wills and Trusts Blog
IRAs and Beneficiaries – an Important Checkup
Part two of two In part one we talked about re-visiting your IRAs from time to time, especially as life... Read More
Estate Planning, Retirement Planning Re-Visit Your IRA Beneficiary Designations From Time to Time
Part one of two Many working or retired adults have at least one IRA; some have several. When you opened... Read More
Estate Planning, Retirement Planning How to Avoid Probate And Optimize the Value of Your Estate
If you’ve ever been to court, you know that it can be a daunting experience. In court, only certain things... Read More
Estate Planning, Probate No Will? You’re Not Alone. But Not Having One Can Lead to a Lot of Problems
No Will? You’re Not Alone. But Not Having One Can Lead to a Lot of Problems Some people pass away... Read More
Estate Planning, Wills and Trusts Qualifying for Medicaid – Options for Eligibility You May Not Know About
As you probably know, Medicaid provides for long-term care in a facility such as a nursing home. Medicaid has strict... Read More
Medicaid Estate Planning is Mainly for the Wealthy, Right?
A lot of people feel that Estate Planning is mainly for the wealthy. Of course, the term “wealthy” can mean... Read More
Estate Planning Lessening the Burden on Your Family After You Die
After a loved one passes away, the family is often left to deal with not only the grief of the... Read More
Estate Planning Do You Really Need a Living Trust?
When you are going through the estate planning process, it can be quite tempting to try a one-size-fits-all approach. However,... Read More
Estate Planning, Wills and Trusts What is a Custodian Account and Do You Need One?
If you have a fairly modest estate, you may not think that it makes sense to set up a trust... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts How Do I Plan My Funeral Arrangements?
The last thing anyone wants to really talk about is planning their own funeral arrangements, but it’s important if you... Read More
Funeral Planning Should I Tell People My Healthcare Wishes in My Will?
When creating a will, you will list all kinds of information including who you want to have some of your... Read More
Incapacity Planning