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Financial Literacy and Aging

Posted on 02/23/2014

It’s a fact of life. As you age, your physiological systems slow down. You probably notice the physical indications of this every day. You do not go up and down the stairs as easily as you used to. It is …

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Medicaid and Your Home

Posted on 02/16/2014

You or your spouse is in a nursing home. You were told, incorrectly, that you had to spend down your assets on nursing home care except for your home, and you did. Will you be able to keep your home? …

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Seven Most Common Trust Mistakes

Posted on 02/09/2014

We haven’t discussed mistakes and misconceptions that many people have regarding trusts in a while. You may have a revocable living trust in your estate plan. Living trusts are very powerful planning tools that you can use for all kinds …

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Can You Find Your Title Inusrance Policy

Posted on 02/02/2014

When you bought your home, especially if it has been purchased in the last 30 years or so, you most likely had included in your purchase agreement that the seller provide title insurance for the transaction. The title insurance premium …

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Legend:

0-15 Level of risk is low.

You have done a very good job of protecting your estate.

16-30 Level of risk is moderate.

You have done a pretty good job of protecting your estate.

31-45 Level of risk in the "dangerous" area.

  • Examine areas where you are weak.
  • Seek advice from competent professionals that you trust.

46+ Level of risk is "severe".

  • Immediately begin a comprehensive examination of your estate planning needs.
  • Develop a step-by-step plan to plan for your disability and to protect your estate.
  • Seek advice from competent professionals that you trust.

Disclaimer

This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.

You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.

Legal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.