So you moved to Florida, do you need to update your estate plan?
https://youtu.be/aZsvbKK1Eos
The Executor
While doing some research for a motivational speech, I ran across this poem by Edgar Guest. I believe this was authored in 1942. Edgar Guest was an English-born American poet who was popular in the early 20th century. He became…
Protecting Assets from Nursing Home Costs and Medicaid
By protecting assets, you may be able to qualify for Medicaid nursing home benefits. Read these tips for protecting your assets from nursing home costs. Did you know that almost 70% of seniors will need long-term care assistance at some…
Identity Theft
Did you know you should protect your deceased loved one from identity theft? A decedent is vulnerable to identity theft for several reasons, typically, the family is in mourning and not paying close attention to the decedent’s personal information or…
Are you named as a Successor Trustee of a Trust?
I have been named Trustee – now what? Have you been named as Trustee of a loved one’s trust or perhaps the Personal Representative? Do you know what to do or where to turn? Administration of a trust or an…
Fraud – Senior Citizens
We recently reviewed some of the FBI's Common Fraud Schemes. Senior Citizens especially should be aware of fraud schemes for the following reasons: Senior citizens are most likely to have a “nest egg,” to own their home, and/or to have excellent…
Your loved one has died… What do you do?
Whether you have spent the last days of your loved one’s life next to their side, or if you have received a 2:00 a.m. phone call, you may feel numb and bewildered, and knowing what to do next may seem…
Funding a Revocable Living Trust
What is "funding" your revocable living trust? Funding your trust is the process of transferring your assets from you to your trust. To do this you change the title of your assets to the name of your trust. How difficult…
Asset Protection Planning
In long term care asset protection planning, there are three questions to ask of how we are going to pay for our care: 1) Pay the costs out of your own pocket (decreasing the size of the estate your children…