Medicaid Planning and Estate Planning?

February 29, 2024

Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.

What Are Life Estate Deeds?

September 13, 2023

As life estate deed with reserved powers grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.

Kari Lake is a Heartbreak for Singer Tom Petty’s Estate

December 14, 2022

After the 2022 midterms, the estate of late songwriter Tom Petty tweeted a statement that condemned the use of Petty’s 1989 hit “I Won’t Back Down” in one failed gubernatorial campaign.

Guardian for Anne Heche’s Minor Son

October 4, 2022

The oldest son of Anne Heche has filed a petition to assume control of the late actress’s estate.

Do I Need a Spendthrift Trust?

August 1, 2022

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.

Avoid Password Problems After Death

January 12, 2022

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

Death of Prince’s Brother Impacts His Estate

October 5, 2021

John R. Nelson was Prince’s brother and oldest brother. He was born in 1944.

Should I agree to Be an Executor of an Estate?

September 22, 2021

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.

Some Common Estate Planning Scams

July 8, 2021

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

My Estate is Beneficiary of My IRA

March 30, 2021

When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?

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