Trustee and Beneficiaries 101

Trustee and Beneficiaries 101

Congratulations! You were just appointed to be a trustee / beneficiary. Don't be overwhelmed, or confused. You may ask, "what is a trust?". Another term that has been popularized that you may recognize, "trust fund" it's an arrangement from one person, the trustee,...

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Maintain and Review a Living Will

Maintain and Review a Living Will

The creation of a living will may seem like a process that is created once then to be discarded until the final moments of your life. That is false. A living will must be maintained so often that your wealth, and possessions can be properly passed on to loved ones.

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The 5 Ways to Handle the Touchy Topics of Adult Care

The 5 Ways to Handle the Touchy Topics of Adult Care

From childhood into adulthood, our parents take care of us in every aspect. As we mature and become our own person, our parents continue to grow and age. There becomes a time where the roles must be reversed and you must take care of your parents. It may comes across...

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Legal and Financial Planning for Alzheimer’s Loved Ones

Legal and Financial Planning for Alzheimer’s Loved Ones

The Alzheimer's Association advises that legal plans should be established onset of memory loss so those with dementia can be involved in decision making related to their future care. It eases the strain on families who take care of those with dementia. Every 65...

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Spending Down Assets on Medicaid

Spending Down Assets on Medicaid

The rules of "Spending Down" assets for Medicaid may seem tricky, but we're here to help you navigate. To qualify for Medicaid, you must make less than an income at or below 133% of the Federal Income Poverty Guidelines. Applicants for Medicaid can spend down their...

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A Will: What “Will” I Need to make it Valid?

A Will: What “Will” I Need to make it Valid?

Thanks to movies, and TV shows people are to believe that our will is our final words before we perish, a note, or a video. What makes a will valid? What exactly is a will? For many states, there are requirements that must be met before it can be valid. What is it? A...

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I’m Power of Attorney.  Now What?

I’m Power of Attorney. Now What?

A power of attorney is the grant of legal rights and powers by a person, the “principal,” to another, the “agent” or “attorney-in-fact.” The attorney-in-fact, in effect, stands in the shoes of the principal and acts for him or her on financial and business matters....

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The Probate Process Explained

The Probate Process Explained

<h3>Probate is the process by which a deceased person’s property, known as the “estate,” is passed to his or her heirs and legatees (people named in the will).</h3> The entire process, supervised by the probate court, usually takes about a year to eighteen...

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