What You Should Know About Medicaid Planning
Due to the complexity of the Medicaid application and eligibility process, it can be quite a challenge to get started on your Medicaid planning. Since [...]
Second Marriage Financial Advice
Matrimony is always a cause for celebration, but for those who are entering their second marriage, financial advice for your estate planning can help you [...]
What Are Letters of Administration?
When someone dies and does not leave a will, a letter of administration (or letters testamentary) is used to legally permit a person with the [...]
What Are Estate Taxes?
You might think it a strange practice to tax an individual’s right to distribute their own property after passing, but estate taxes constitute an important [...]
What is Trust Administration?
Individuals looking to begin the process of estate and trust administration commonly find themselves asking a few questions: what is trust administration? What does trust [...]
What is a Special Needs Trust?
What is a special needs trust? This is a common type of trust with a very important purpose, and it’s one that you’ll want to [...]
Financial Planning for Widows
Ensuring that your finances are in check after a loss is understandably difficult, but fortunately, financial planning for widows and widowers is a relatively straight [...]
Probate vs Non Probate Assets
When planning out your estate, understanding the difference between probate vs non probate assets can be a challenge. These two asset types often deliver significant [...]
Estate Planning For LGBT Couples
Estate planning for LGBT couples is certainly one of the many financial decisions impacted by the long-awaited legalization of same-sex marriage. Prior to the 2015 [...]
Understanding Medicaid Asset Protection in Florida
The process of Medicaid asset protection in the state of Florida can be a bit complicated to understand, but knowing the rules, laws, and regulations [...]