Does My Spouse Get Everything If I Die Without a Will?

There are people who fail to act from an estate planning perspective because they harbor certain misconceptions. If you are under the impression that the government will take care of everything in the ideal manner if you pass away without a will or any other estate planning documents, you are sorely mistaken. The condition that… Read more »

Will My Executor Be Required to File an Estate Tax Return?

If you utilize a last will as your asset transfer vehicle, the person who would handle the estate administration tasks after you are gone is called the executor or personal representative. When you create the will, you can nominate the person that you would like to empower to act as the executor. We should point… Read more »

Incapacity Planning FAQ: What Is the Correct Power of Attorney?

A comprehensive, properly constructed estate plan will account for end-of-life issues. While incapacity planning can seem like something that happens to a limited number of people, when you examine the facts, see that a very significant percentage of senior citizens become unable to handle all of their own decision making eventually. Studies have found that… Read more »

Why Would a Young Adult Need an Estate Plan?

Estate planning can seem like a subject that is only relevant to senior citizens. Obviously, the matter is going to be more pressing when you reach an advanced age. At the same time, if you think about it pragmatically, you will probably come to the conclusion that every responsible adult should have an estate plan… Read more »

Estate Tax Parameters Are Not Etched in Stone

The federal estate tax looms large for high net worth families. This death tax carries a top rate of 40 percent, so we are talking about a significant piece of your legacy. The good news is that most people are not exposed to the federal estate tax, because the exclusion or credit is relatively high…. Read more »

Retirement Planning: The Imperfect Storm

You may have gotten your first introduction to retirement planning when you secured your first career position. Many companies offer 401(k) plans, and in many cases, they will match employee contributions up to a certain amount. As you examine the paperwork, you may do the math and envision how much you may have in the… Read more »

Estate Planning Is for Everyone

The process of estate planning is often thought of as something that is only important for people who have reached an advanced age. We all know that  senior citizens are more likely to pass away than their younger counterparts, but in truth,  all responsible adults should have an estate plan in place. There have been… Read more »

Medicaid Planning: Did I Wait Too Long?

You may feel as though the Medicaid program is irrelevant to you. After all, Medicaid is a government health insurance program for people with virtually no financial resources, right? Indeed, Medicaid is a need-based government health insurance program. It is jointly administered by the state government along with the federal government. Most seniors will qualify… Read more »

Veterans Benefits Can Help With Long-Term Care Costs

The people who serve our country in the United States military are true heroes. Since 911, we have been very active around the world, and thousands upon thousands of our countrymen and women have put their lives on the line to preserve our freedoms here on American soil. When people risk their lives and subject… Read more »

What Is a Supplemental Needs Trust?

A supplemental needs trust can be useful if you want to provide for someone that you love who has a disability. We will look at the facts in this blog post. SSI People with disabilities oftentimes rely on the Supplemental Security Income program. This program provides income for people with special needs who are not… Read more »

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