Monthly Archives: June 2020
3 Components to Integrated Estate Planning
By now, you’re probably aware that there are multiple benefits of executing a will and other estate planning documents. AARP describes a few of them in its publication on the Ultimate Guide to Estate Planning, including maintaining control over your assets during your lifetime, providing guidance to your loved ones upon death, and planning… Read More »
Protect Your Assets with Medicaid Planning Strategies
While you may think that you’ll never need long-term care considering your current state of health, data from the US Department of Health and Human Services says otherwise. A person who turns 65 years old today faces a 70 percent chance of needing such services at some point in the future. Plus, 27 million… Read More »
Checklist for Meeting with a Florida Living Trusts Attorney
No matter what your net worth may be, you know that it’s important to plan for what happens to your assets upon your passing. It’s possible that you’ve already made a smart move by creating a will, but there may come a time to consider your options with a living trust. A recent Forbes… Read More »