Filter insights by:
A Brief Overview of a Trustee’s Duties
If you have been appointed the trustee of a trust, it is a strong vote of confidence in your judgment and trustworthiness. It is also a major responsibility. A trust is a legal arrangement through which one person (or an…
Three Reasons Why Giving Your House to Your Children Isn’t the Best Way to Protect It From Medicaid
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it.
The Ins and Outs of Estate Sales
Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute, quickly and efficiently, those items that you do not want or need.
No Will? You’re Putting Your Kids at Risk
As the recent death of Anne Heche shows us, not having a will can place a significant burden on your children and cause undesirable complications.
Is My Surgery Covered by Workers’ Comp?
On-the-job injuries, whether caused by an acute injury or chronic wear, can sometimes result in the need for surgery. We…
Using Estate Planning to Prepare for Medicaid
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.
Four Provisions People Often Forget to Include in Their Estate Plan
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact later on.
How You Can Help Your Loved Ones by Planning Your Funeral Arrangements
Planning your own funeral arrangements can assist your loved ones in an emotionally challenging time, while also protecting them from incurring extraneous costs.
How Long Should I Hold on to Important Documents?
There are some documents that you will want to hang on to forever and some that you should keep for a few years.
Staying Eligible for Medicaid after the Death of a Spouse
When one member of a couple moves to a nursing home, we expect that spouse will be the first to die, but this isn’t always the case. What happens if a Medicaid recipient’s spouse dies first?