Does a Trust Protect You From a Lawsuit?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 10, 2021
Common Mistakes in Claiming Social Security
Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.
December 5, 2021
How Does a Will Work after Death?
Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. Of the three essential estate planning documents, the will is the only document that is used after death.
December 5, 2021
How to Protect Assets from Medicaid Spend Down?
Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
December 5, 2021
When Should I Consult with an Elder Law Attorney?
Here’s what you need to consider, when looking to hire an elder law attorney.
December 3, 2021
Is Estate Planning Really That Important?
Over 50% of our adult population (120 million adults) neither have nor realize the significance of having an up-to-date estate plan to protect themselves and their family’s assets. Mountain Times’ recent article entitled “Do you need an estate plan?” explains that estate and gift planning is a process that can protect you and your family.…
December 3, 2021
Handling Guilt When Moving Loved One to Assisted Living Versus Nursing Home
The majority of older adults (79%) responding to Genworth’s Caregiving in COVID-19 Beyond Dollars Study 2021 said they preferred to receive care in their homes, but only 42% actually received assistance at home.
November 29, 2021
Do College Kids Need Estate Planning?
As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
November 29, 2021
Does Anyone Know Where Your Money Is?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
November 29, 2021
Do Gifts Count Toward Estate Taxes?
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
November 29, 2021
