In Most Cases, Equality Is Equitable
If you are considering how to leave property to your children, it is advisable to divide everything equally. That is usually the...
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- Aug 30, 2022
- 3 min
The Trustee's Role: A Brief Overview
Your estate planning journey may still be in the planning stages or you may have just begun to consider where to start. You may wonder...
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- Aug 23, 2022
- 2 min
A Spouse’s Right to Protection Against Poverty
It was 30 years ago when Congress enacted safeguards to protect the savings of married couples who use Medicaid. These protections...
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- Aug 16, 2022
- 3 min
Seniors Can Benefit From Living Trusts
It's unfortunate that seniors are often prime targets for financial abuse and scams. Sadly, the elderly are often taken advantage of by...
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- Aug 9, 2022
- 3 min
A Guide to Medicare's Long-Term Care Coverage
By paying into Social Security throughout their careers, people can receive health care benefits starting at 65 through Medicare....
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- Aug 2, 2022
- 3 min
Tips to Help You Care For Your Aging Parents
It is impossible to escape aging, and it affects all family systems. Even if you are in the fortunate circumstance where your aging...
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- Jul 19, 2022
- 3 min
The Health Challenges Posed by Dementia Are Significant
A person with dementia is diagnosed every three seconds somewhere in the world. Dementia is a catchall phrase that refers to many types...
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- Jul 12, 2022
- 3 min
Getting Your Financial Information Ready for Incapacity
When you are no longer able to manage your finances, preparing and organizing financial information now will bring you peace of mind and...
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- Jul 5, 2022
- 3 min
An Overview of the Importance of a Will
According to Caring.com’s wills survey, the overall percentage of those with a will continues to decline, 33 percent in 2021 versus 42...
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- Jun 28, 2022
- 3 min
The Medicaid Program: Looking Back Without Penalties
Planning for long-term care is crucial since almost everyone will need it at some point in their lives. While we cannot predict the...
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- Jun 21, 2022
- 4 min
What You Need to Know about Estate Settlement
When identifying someone to serve as your estate's representative (executor) or accepting the responsibility as the executor, there are...
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- Jun 20, 2022
- 4 min
Navigating the Probate Process
The ABA defines probate as the process of publicly acknowledging a will, appointing the executor (personal representative), and...
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- Jun 14, 2022
- 3 min
Developing an Estate Plan For Nontraditional Families
Changes in family structures are affecting the practice of estate planning. As recently as thirty years ago, a traditional family...
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- Jun 7, 2022
- 3 min
Medicaid Waivers for In-Home Nursing Facilities
Those who believe they cannot meet Medicaid's strict income and asset limits for long-term care benefits might want to think again. If...
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- May 31, 2022
- 3 min
The Probate Process With or Without a Will
It is widely known that in the state of Virginia, the probate process begins after someone dies and is conducted in the local Circuit...
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- May 24, 2022
- 4 min
Mistakes to Avoid When Dealing With Beneficiaries
There is a good chance that a beneficiary is listed in your retirement account, will, or trust. A beneficiary is an individual (or legal...
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- May 17, 2022
- 3 min
Do You Have a Plan for a Pandemic?
The outbreak caused by the 2019 novel coronavirus was named by the World Health Organization (WHO) on February 11, 2020. The coronavirus...
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- May 10, 2022
- 3 min
The Importance of a Letter of Instruction
Whether you are drafting your first estate plan or have one already in place, it's important to include a letter of instruction (LOI) in...
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- May 3, 2022
- 4 min
A List of Ten Resources for Independent Seniors
Increasingly, America's aging population is made up of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age,...
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- Apr 26, 2022
- 2 min
You Inherited a Timeshare and Here’s What You Need to Do
The resort agent suggested Mom and Dad should leave the timeshare to their children in a deed so, when the parents passed, their children...
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