Identifying the digital property you own and managing it is more necessary than ever as our lives are intertwined with the Internet of Things (IoT). From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. Today, understanding which […]
Avoiding 4 Main Obstacles to Digital Era Estate Planning Read More »
A will is legally binding when properly filled out, addressing who receives your assets and properties after you die. Your will names a personal representative (executor) who will carry out your directives. In addition to asset distribution, your executor makes a public notice of your death, files your final taxes, and records your will in
As baby boomers enter their golden years, more of them will require extra care. Some may be able to get the care they need at home from a family member or in the form of hired help. Many will need to move into long-term care facilities, such as nursing homes, to get the level of
For seniors and people with disabilities, Medicaid is an important federal and state partnership program for health and long-term care coverage. Qualifications for Medicaid vary by state, with overarching federal guidelines. The Kaiser Family Foundation (KFF), a nonprofit organization focusing on national health issues, recently released findings from their 2022 50-state survey on pathways for
Medicaid Qualifications for Seniors and People with disabilities Read More »
No matter where you are in the estate planning process or if you are just starting to consider your options, you probably have questions about how you want your assets distributed and who should be given that responsibility. A trust can be a great tool in your estate planning tool kit. A properly created trust
An Overview of Types of Trusts and the Trustee’s Role Read More »