Estate Planning
Estate Planning
Updating Your Estate Plan After You Move
26 Apr Updating Your Estate Plan After You Move There’s always a lot of paperwork involved in changing your primary residence. You have to notify ...
Estate Planning
Legislation May Provide Financial Relief to Family Caregivers
As the population of older Americans continues to grow at a historic rate, more and more children, grandchildren, and other family members find themselves in ...
Estate Planning
Deciphering Estate Planning Jargon: A Comprehensive Guide
Estate planning can seem daunting, filled with complex terms that may be unfamiliar. In this post, we will demystify these terms, making the estate planning ...
Estate Planning
Understanding Massachusetts Medicaid Estate Recovery
In Massachusetts, we often refer to Medicaid as MassHealth. MassHealth pays for the health care for Massachusetts residents who have limited income and resources. Our ...
Estate Planning
Should I Include a Qualified Personal Residence Trust in My Indiana Estate Plan?
As part of your comprehensive estate plan, you may wish to include strategies that act to minimize tax liabilities and efficiently transfer assets to your ...
Estate Planning
How Do I Leave an Inheritance to an Irresponsible Child?
23 Apr How Do I Leave an Inheritance to an Irresponsible Child? Individual situations and people can change quickly and dramatically. You don’t want to ...
Estate Planning
Understanding Medicaid Eligibility for Seniors in Indiana
Medicaid plays a pivotal role in ensuring that low-income families receive the care they need to maintain their health and well-being. Medicaid also serves as ...
Estate Planning
How to Leave an IRA to Heirs of an Estate
Retirement assets, including Individual Retirement Accounts (IRAs), often make up a large part of a deceased person’s estate. Retirement accounts are also, unfortunately, one of ...
Estate Planning
What is a Community Property Trust?
Ten states in the U.S. are classified as “community property” states, in which each partner in a marriage is considered to own half of the ...