The More You Know...

Trust 101

We had a very informational seminar last night and I wanted to share it with you. https://fb.watch/cHExaWIBUS/

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Digital Estate Planning

Digital estate planning – don’t let your passwords die with you

Adapted from the article by Susan Bonnici Apr 23, 2022 It’s a sign of the times! When planning your Will, don’t forget your digital assets, writes Susan Bonnici, Estate Planning Solicitor at Equity Trustees. You might not have a TikTok account, but most of us have accumulated a huge amount of digital information that’s stored either on…

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Business Owners

Why Business Owners Need Estate Planning

By Jennifer Solak Updated Mar 30, 2022 Business owners wear many hats, and because of that, it’s easy to put estate planning behind other pressing business matters. In reality, however, considering what would happen to your business if you became incapacitated or pass away is a pressing responsibility for any business owner. It is likely…

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Family law

Does Executor have to Be a Family Member?

What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?

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Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture

When a married couple applies for Medicaid, the Medicaid agency must analyze the couple’s income and assets as of a particular date to determine eligibility. The date that the agency chooses for this analysis is called the “snapshot” date and it can have a major impact on a couple’s financial future. To be eligible for…

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elder law

Legal-Ease: Nursing Home Planning: Beyond Just Giving the House to the Kids

By Lee R. Schroeder  Often, people’s most valuable asset is their home. Many people mark the day that they pay off their home mortgage with a celebration similar to that of an anniversary or birthday. Therefore, protecting the home in the event of eventually needing long-term care (i.e. nursing home, assisted living or in-home care)…

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Revoke Power of Attorney

Can I Revoke a Power of Attorney?

You don’t actually appoint someone power of attorney (POA). A POA is a document that you execute that allows someone to act on your behalf.

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estate planning lessons from celebrity nightmares

Estate Planning Lessons from Celebrity Nightmares

The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.

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Do I qualify for Medicaid

Do I Make To Much Money for Medicaid? Asks a single retiree of 70

You should start by talking to an estate planning attorney who can look at your assets and income and see what impact they will have on Medicaid eligibility.

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What Do I Need to Know about Creating a Will?

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.

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