Legal Pre-Planning for Medicaid Eligibility
A Guide for Legal Pre-Planning for Medicaid Eligibility
Incapacity planning is a broad area of law that covers how to care for yourself if you become physically or mentally unable to do so. The type of care could…
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Estate Planning for Digital Assets
Estate Planning for Digital Assets and Their Unique Rules
The contents of all of these accounts are your private property, which is why they must be protected by usernames and passwords. It is important to realize that someday someone…
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Weighing the Benefits of Living Trust
How to Weigh the Benefits of a Living Trust
Chances are, you’ve already heard a lot about the attributes of Living Trusts in general: avoiding probate and legal quagmires; including stipulations and conditions for receiving inheritances that may include…
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Top Ten Medicad Planning Mistakes
A Guide on Top Ten Medicad Planning
Former late-night talk show host David Letterman made the Top Ten List a household term. We’ve resurrected it to share the most common mistakes we see people make when it…
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Why You May Need To Amend Your Living Trust
A Guide To Amend Your Living Trust
A major change in the law affecting IRAs went into effect on January 1, 2020, known as the SECURE Act. The aspect of that law that has the most widespread…
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A Special Child Needs Special Planning
A Guide for a Special Child Planning
Planning for the care of a special needs child certainly tops the list of emotionally-charged topics. It’s certainly something that parents would prefer to not think about. But if there…
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Risk of TOD and JT 2021
A Guide On Risk of TOD and JT 2021
Joint ownership and POD/TOD are admittedly easy and quick steps and would seem to be effective. The reality is that passing on financial accounts and real estate upon the death…
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Protecting Your Assets with a Limited Liability Company
How To Protecting Your Assets with a Limited Liability
What makes the LLC even more attractive as a form of doing business or holding assets is that the entity may actually be disregarded for income taxation purposes. That is,…
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Planning It Right The Second Time Around
Guide On How To Plan It Right The Second Time Around
One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first step…
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Second Generation Planning
Grandparents' Guide To Second Generation Planning
In preparation for the unexpected and the inevitable, it is important to set up a proper estate plan. It not only makes sense for you, but it is equally important…
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