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Archive for Estate Planning

Scams and Medicaid Estate Recovery

The passage of Estate Recovery laws will give rise to new scams. Unscrupulous individuals will use estate recovery to try to scare senior citizens into purchasing products that are not in their best interests. Individuals over age 55 can expect…

When a Family Member is Close to Death

Dealing with a death in the family is always a difficult time. Today, many deaths come not unexpectedly, but after lengthy hospital stays or situations where the family has had time to prepare. While this time can make it easier…

How Should I Divide My Assets?

A lot of times when I’m meeting with clients they will ask me “how should we leave our stuff?” They have children, grandchildren, siblings, parents, nieces, nephews, charities they like to support and they are having trouble figuring out what…

Help, I need to change my trust!

Trusts were once considered to be only for those with extensive estate assets; however, those days are long gone. Today, even someone with a modest estate can potentially benefit from the inclusion of a trust in his or her estate…

Keep Your Estate Plan Up-to-Date

What image pops into your head when you think “Last Will and Testament”?  For most of us, it is an image cloaked in formality, a thick stack of paper full of detailed directions clearly establishing our wishes.  For others, scribbles…

Take a look at your assets….

As we head into tax season, now is an excellent time to take a moment to make sure that your assets are correctly titled to your family’s living trust (if you have one). Assets held by your trust should say…

MAKING FUNERAL ARRANGEMENTS

Making funeral arrangements can help you and your family with peace of mind during a difficult period. Sometimes it is easier to make arrangements for a loved one’s passing before his or her time instead of in the midst of…

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