What is Probate? How do you determine if you need a Probate? Probate sounds expensive and complex; it is a standard legal procedure formalizing how some assets pass from descendants to their chosen heirs or beneficiaries. Whether or not you…
As you may remember, in 2007, Leona Helmsley, a hotel heiress, left a trust fund of $12 million to take care of a Maltese puppy named Trouble. Pet inheritances have, unfortunately, enjoyed a dubious reputation ever since. The Value of…
When it comes to benefits, what are military veterans permitted to use? Does the Department of Veterans Affairs benefits help cover the cost of long-term care? Well, the answer is, as with most governmental things, complicated. A much-underused pension benefit…
Preparing for a successful transfer of wealth to your loved ones begins with a comprehensive estate plan. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…
To have security and age well in America it is at best expensive on many levels. The financial toll for millions of the elderly and those families who do their best to care for and support them. Long-term care facilities…
Power of attorney is an essential tool when planning, when you may become incapacitated and require a trusted agent to manage your affairs. These legal documents can grant broad authority to one or more power of attorney agents to transact…
Enabling the Disabled As we begin October, we would like to honor Disability Awareness Month. Let’s look at planning for disabled people to live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still…
When a loved one becomes ill, you want to help them get well. But what happens when that illness is dementia? A marital relationship that could have spanned years or decades becomes subject to enormous change, and that change is…
Have you thought about what would happen if your beneficiary were to pass? What happens to your inheritance? You may be wondering whether if you leave property to your brother Jim, but he dies before you, would his kids inherit…
There are a number of basic health care and education benefits offered to veterans by The US Department of Veterans, through Tricare and the GI Bill. In addition to these programs that help veterans and their families, other little-known services…