The Truth About Jointly Titled Assets & Wills
So, do young people (or those without much money) need to create a will?
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Four Provisions People 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 on a family.
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What to Do If You Want to Leave Your Children Unequal Inheritances
Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan
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The Value of an Estate Plan
When you have assets of value, you can direct where they go. The choice is yours. Estate planning enables you to document your wishes legally so that your chosen beneficiaries receive the assets you want them to have.
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Social Security Offers Lump-Sum Payments to Some Beneficiaries
If you need a lot of cash on hand upon retirement, Social Security offers a lump-sum payment option that’s worth six months of benefits. However, it comes at a cost. It is important to understand the details before agreeing to the payment.
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A Dementia Diagnosis’s Impact On Estate Planning
Does your estate plan now need to be modified so the person with dementia will be eligible for Medicaid?
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The Challenges (And Solutions) For Needing Long-term Care
One of the biggest misconceptions about Medicaid is that you don’t and won’t qualify for it. Florida’s Medicaid rules are vastly different from other states.
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Execute a Power of Attorney Before It’s Too Late
A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.
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May Someone With Dementia Sign a Will?
Millions of people are affected by dementia, and unfortunately, many of them do not have all their estate planning affairs in order before the symptoms start. If you or a loved one has dementia, it may not be too late to sign a will or other documents, but certain criteria must be met to ensure that the signer is mentally competent.
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