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…
Seniors; Is is time to Downsize? Senior-Friendly Guide to Downsizing BY MYMOVE Updated February 22, 2021 Seniors; Is is time to Downsize? Most seniors know that there will come a day when they’ll have to downsize, either to simplify their…
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…
Pandemic Pets and Pet Companionship: 7 Benefits/Considerations for Care Coordination and Estate Planning One thing that many people learned as they were forced to stay at home during the pandemic is that pet companionship is important. For many, life trapped…
Things to Know About Being an Executor of an Estate Closing out the estate of a relative or friend who has died is an important, and time-consuming, responsibility by Carole Fleck, AARP Bulletin MILLER MOBLEY/REDUX Things to Know About Being an…
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…
What Can You Do to Help Support the Seniors You Love Right Now? From Focus on the Family.com Assisting Aging Loved Ones With Estate Planning What Can You Do to Help Support the Seniors You Love Right Now? Do you…
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…
The Pros and Cons of Qualified Personal Residence Trust The Pros and Cons of Qualified Personal Residence Trust. A qualified personal residence trust (QPRT) is a special type of irrevocable trust that's designed to remove the value of your primary…
Estate Planning for the Digital Era As owning digital property becomes the norm, estate plans need to employ new strategies. FIDELITY VIEWPOINTS – 07/22/2020 Key takeaways Many people own digital assets: everything from domain names and electronically stored photos and…