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As a single adult, you might not have a spouse or children to worry about when it comes to estate planning. However, that doesn’t mean you should neglect planning for the future. Estate planning ensures that your assets are distributed the way you want and helps...
Major life events bring significant financial and legal changes. Updating an estate plan ensures that assets align with current wishes. Failing to revise legal documents can create unintended consequences for beneficiaries and heirs. Reviewing and modifying an estate...
Estate planning is an important process to detail your wishes for the distribution of your assets after your death. If you have a loved one with special needs, your estate planning approach requires greater consideration. A special needs trust provides a customizable...
As veterans age, they may face various challenges, including financial ones. To ensure their well-being and safeguard their assets, veterans can consider creating a Veterans Asset Protection Trust. This trust is specifically designed to help veterans who are eligible...
When it comes to securing your assets and planning for the future, trusts can be invaluable tools. Trusts offer a means to safeguard your assets for your own future needs or for the benefit of generations to come. There are several types of trusts you can explore,...
A VA asset protection trust specifically allows veterans to protect their assets while remaining eligible for veteran benefits. It is irrevocable, meaning you cannot remove the assets once you place them in the trust. The roles of grantor, trustee and beneficiary The...
Special-needs individuals fortunate enough to have a parent or family member care for them often face trying times, emotionally, physically and financially, when the caregiver passes. Fortunately, special-needs planning can ease some of these difficulties. Here are...
Planning for the end of life is uncomfortable, but it is kind and compassionate toward those you will leave behind. Specifying your wishes clears up any ambiguities, saves money, and keeps your family strong. 1. Ensure your assets go to the right person You do not...
Many believe they can put off thinking about complex or late-life healthcare needs. However, regardless of age, anyone can benefit from having an advance medical directive. These are the reasons to include this essential document in your estate plan. What is an...
Individuals with a serious intellectual and/or physical disability typically receive federal benefits, including Medicaid and SSI, which have strict asset and income limits. To protect their assets and maintain a high quality of life, specific parties can petition the...