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If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.
Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.
Is there a Certificate of Deposit for a husband and wife where if one passes away, the CD is not subject to probate for the surviving spouse?
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors more vulnerable to financial exploitation.
Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
Taking out a funeral plan does not only have cost benefits but can also ease some of the emotional distress at an already difficult time.
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
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