How to Avoid Ancillary Probate in Florida 4 Options to Consider BY JULIE GARBER Updated June 28, 2021 REVIEWED BY ERIKA RASURE FACT CHECKED BY VIKKI VELASQUEZ Ancillary probate is required in Florida when a nonresident dies owning a home, condominium,…
Planning for Retirement Assets in Your Estate Plan To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and…
Make Your Estate Creditor-Proof Here's how to ensure assets go to your heirs by Lynnette Khalfani-Cox, AARP, July 30, 2015 Ensure your assets go to directly to your loved ones instead of through probate. When you pass away, the tax man isn't the only…
Estate Planning for Pets: How to Protect Your Furry Friends Where would your pets go if something happened to you? Who would take care of them, and how would their costs be covered? A pet trust could be the answer.…
Remarried With Children? 5 Estate Planning Mistakes to Avoid Couples on their second marriages need to plan carefully for each other and their kids by John Waggoner, AARP, July 9, 2021: Remarried With Children? 5 Estate Planning Mistakes to Avoid. A…
In-Home Care: Helping Loved Ones Age in Place 5 steps for keeping older family members comfortable and safe, in their home or yours AARP, Updated November 19, 2021 In-Home Care: Helping Loved Ones Age in Place.En español | Two-thirds of U.S.…
Estate Planning In The Pandemic Age: It's Time To Prepare For The Unexpected Cody Barbo Forbes Councils Member Forbes Finance Council COUNCIL POST| Membership (Fee-Based) Trust & Will Cody Barbo - Co Founder of Trust & Will. Our mission is…
5 New Year’s Resolutions for Caregivers to Consider Positive intentions to embrace in the year ahead by Barry J. Jacobs, AARP, December 21, 2021 FRED FROESE / GETTY IMAGES En español For family caregivers, making New Year’s resolutions doesn’t have to…
How Medicaid Planning Trusts Protect Assets and Homes from Estate Recovery Last updated: January 02, 2022 How Medicaid Planning Trusts Protect Assets and Homes from Estate Recovery. Medicaid Asset Protection Trusts (MAPT) can be a valuable planning strategy to meet…
Does Transfer-on-Death Become Fraudulent Transfer? By Jill Roamer, J.D., CIPP/US estate planning, Case Law A new case out of the Court of Appeals of Ohio analyzes whether the beneficiary of a transfer-on-death (TOD) account was liable for an unpaid nursing home bill, based on a…