Category: Estate Planning
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can …
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How to Deal With an Estranged Child in Your Estate Plan
Not all families get along. Some of you are shaking your head in agreement after reading the first five words …
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Benefits and Risks of Life Estate Planning
Life estates can be a useful tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems. …
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Dangers of Do-It-Yourself Estate Planning
Many websites offer customized, do-it-yourself wills and other estate planning documents. Although such products are convenient, using them could create serious …
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End of Life Care
It’s tough to talk about. No one likes thinking of their demise. Yet with proper planning, you can ensure your …
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Is Your Financial Information in Order?
Organizing your financial information will bring peace of mind to you today and relieve your loved ones’ burden in the …
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Care for the Sandwich Generation
Anyone experiencing the struggle of simultaneously caring for children and aging parents is part of the “sandwich generation.” These “sandwich” …
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The Importance of Estate Planning
When I refer to a basic “estate plan,” I am referring to a will, healthcare directive, and financial power of …
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Five Estate Planning Myths
A proper estate plan can ensure your property will go to the people you want, the way you want, and …
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Protecting Your House From Estate Recovery
After a Medicaid recipient dies, the state attempts to recoup whatever benefits it paid for the recipient’s care from the …
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