Protect Assets from Medicaid Recovery
If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.
How Do I Manage a Will and Trust
How Do I Manage a Will and Trust A last will and testament is used to point out the beneficiaries and trustees and the legal professionals you want to be involved with your estate when you have passed, explains this…
Don’t Wait Until Your Parents Become Incapacitated to Plan for Your Future!
Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Have you ever been concerned about an older relative who seems to be making bad decisions?…
Revising Your Estate Plan After Divorce
Revising Your Estate Plan After Divorce If you don't update your will, trust, and beneficiary designations, your ex could inherit. By Mary Randolph, J.D. If you're going through the emotional and financial turmoil of a divorce, estate planning may be the…
What is a Disability Panel and How Does it Work?
What is a Disability Panel and How Does it Work? What is a Disability Panel and How Does it Work? Aging can be both rewarding and challenging. With age we gain the wisdom we wish we would have had…
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again!
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! Think you make too much money to be eligible for Medicaid? Have…
How to Keep Your Estate Plans Private.
How to Keep Your Estate Plans Private. Did you know that having a Will does not mean that it will not become public record? In fact, in the state of Florida, Wills are still subject to probate and all of the…
Do You Need An Asset Protection Plan?
The Basics of Asset Protection Planning – The Rules You Need To Know Jeff Rose, CFP® | June 24, 2020 While working with clients for almost two decades one of the most pressing concerns shared among all of them was protecting the…
Estate Planning Meets Tax Planning
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Avoiding Unnecessary Probate Costs
Avoiding Unnecessary Probate Costs By BARCLAY PALMER Updated Dec 15, 2020 Each year, millions of dollars are spent on soaring attorney and court fees associated with probate proceedings upon the death of a loved one. Avoiding probate in estate planning…