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Spring Cleaning for Your Records

Posted on 04/26/2015

It’s springtime. It is that time of year to start cleaning out the closets, the garage and the shed, all of which over the winter had become a repository for all that stuff that you just didn’t have the time …

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Spouse in a Nursing Home

Posted on 04/19/2015

Last week, we discussed family-friendly Medicaid options if you are single and nursing home bound. In that instance and if you have the proper estate planning documents in place, the Medicaid rules allow you to save about half of your …

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Half a Loaf is Better than None

Posted on 04/12/2015

Last week, we discussed caregiving options with modest estates. But what if you have saved more than the national average of $35,000. Is there anything that you can do to protect those assets for you and your loved ones in …

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Living Arrangement Options Small Estates

Posted on 04/05/2015

You have worked hard all your life. You also have tried to save, but some financial emergency usually came up. You did not save as much for retirement as you wanted to put aside. Unfortunately, you are not alone. According …

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No Results Yet!

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.