7 Common Excuses to Delay Estate Planning — And Why They’re a Mistake What makes you hesitate about estate planning? Many people come up with reasons to put it off, but most of those reasons end up causing bigger problems later. Below are 7 of the most common excuses we hear — and why you […]
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Disinheriting a Child: What Parents Should Know Most parents want to treat their children equally in their wills. But sometimes, a parent decides not to leave anything to one child. Reasons vary: One child is already financially secure. Another child has special needs and parents want to protect their government benefits. Or a parent may
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Isolation, COVID-19 & Rising Risk of Elder Self‑Neglect Because of the coronavirus pandemic, many seniors are cut off from family and community. Isolation increases the risk of self‑neglect and even abuse. With flu season approaching and possible COVID‑19 resurgences, older Americans may continue living in largely solitary conditions. Prolonged loneliness can lead to depression, hopelessness,
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Beneficiary Designations: Hidden Pitfalls You Need to Know You might assume leaving property to heirs is straightforward—you write a will or trust, record a transfer-on-death deed, name beneficiaries on your bank accounts, life insurance, and retirement plans—and you’re done. But if these elements aren’t carefully coordinated, your intentions can be thwarted. When Deeds Override Wills
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Inheritances and Medicaid: Plan Ahead to Avoid Costly Mistakes If you or a loved one receives Medicaid benefits, inheriting money or property can put those benefits at risk. Without careful planning, an inheritance can trigger penalties that reduce or even eliminate Medicaid coverage, costing you thousands. How Inheritances Affect Medicaid Benefits When someone on Medicaid
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