How Can I Minimize My Probate Estate?
September 22, 2022
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
What Assets are Not Considered Part of an Estate?
May 13, 2022
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
Is It Better to Inherit Stock or Cash?
January 10, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
Do You Need Power of Attorney If You Have a Joint Account?
September 16, 2021
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
How to Avoid Medicaid Estate Recovery
March 16, 2021
If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.
What You Should Never, Ever, Include in Your Will
January 13, 2021
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…