What Is a ‘Lady Bird Deed’?
What Is a 'Lady Bird Deed'? I heard about something called a “Lady Bird deed” that could be useful if I need to apply for Medicaid. What exactly is it and why is it named that? A "Lady Bird deed"…
5 Emotional Blocks to Estate Planning
5 Emotional Blocks to Estate Planning By: PATTI SPENCER REVIEWED BY EBONY J. HOWARD Updated April 06, 2021 Here are 5 Emotional Blocks to Estate Planning. Death and taxes are two subjects that are both emotionally charged. Nobody wants to talk about…
How Do You Handle Probate?
Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.
Is Your Financial Information in Order?
Is Your Financial Information in Order? Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones' burden in the future. It will ensure proper…
Is Your Estate Plan Like an Easter Egg Hunt?
Is Your Estate Plan Like an Easter Egg Hunt? Every Easter, kids have a blast searching their home, backyard, or church property for small plastic eggs hidden with goodies. This type of scavenger hunt is enjoyable, but it won’t be…
Easter Can Bring up Thoughts about Religion and Estate Planning
Easter Can Bring up Thoughts about Religion and Estate Planning Easter is upon us and Christians everywhere consider this the Holy Week. Some are inclined to think about things like Estate Planning around Christian Holidays. But Christianity is not the…
Can a Power of Attorney be Refused?
Can a Power of Attorney be Refused? A power of attorney, or POA, is one of the most commonly used legal documents because of the numerous purposes a POA can serve. At some point in your life you will likely…
The Current State of Medicaid Work Requirements
The Current State of Medicaid Work Requirements Former President Trump made it very clear during his presidency that he supported Medicaid work requirements. Indeed, the former Administrator for Centers for Medicare & Medicaid Services (CMS), Seema Verma, under Trump’s administration,…
Does Living Trust Help with Probate and Inheritance Taxes?
I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
Spring has Sprung. When Should I Start my Estate Plan? Now!
Spring has Sprung. When Should I Start my Estate Plan? Now! According to an article by MerchantsBank.com entitled: Guide to Estate Planning by Age, You might think estate planning doesn’t apply to you. You aren’t old enough. You don’t have…