How to Protect Assets from Medicaid Spend Down
Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
Talk to Parents about Estate Planning without Making It Awkward
Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
What Kind of Trust Is Right for You?
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
How Do I Address an Estranged Child in My Estate Planning?
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
What are Responsibilities of Trustees and Executors?
A trustee is a fiduciary which, essentially, is a person that owes a legal, ethical and, perhaps, moral obligation to act in the interest of another.
Do Singles Need Estate Planning?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Pet Owner Considers Estate Planning for Fido
Whether referred to as companion animals, service animals or simply as pets, they play an important part in the lives of many. Owners can use estate planning tools to ensure their pets continue to receive proper care, if the owner becomes incapacitated or dies.
Can I Create a Stress-free Asset Transfer?
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
What Is the Main Purpose of an Irrevocable Trust?
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
What is not Covered by a Will?
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
