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Do You Need a Trust?: Estate Planning Q&A

Trusts are legal arrangements used in estate planning, alongside wills and advance directives.

The Attorney’s Role in Peace of Mind Medicaid Planning

Do you need an attorney for even “simple” Medicaid planning? This depends on your situation, but in most cases, the prudent answer would be “yes.”

Does Power of Attorney End at Death?

Although every state’s laws and forms vary, most power of attorney forms specify that the agency relationship created by a power of attorney ends upon a person’s death.

Health Care Surrogate and Power of Attorney Disagree?

A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.

Should You Prepare a Medicaid Application Yourself?

Whether you should prepare and file a Medicaid application by yourself or should hire help depends on answers to the following questions:

Six Things to Consider Before Making Gifts to Grandchildren

Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

A Letter of Instruction Can Spare Your Heirs Great Stress

While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn’t necessarily fit into a will, trust or other components of an estate plan. The solution is a […]

Married Couples Need an Estate Plan

Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members.

Online Survey Helps Older Adults Assess Their Vulnerability for Financial Exploitation

All older Americans are vulnerable to financial abuse, but there are circumstances that make someone more likely to be scammed. An online survey can help older adults assess their risk of being exploited based on how they make financial decisions.

Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters

In the event you lose your house in a natural disaster or through another calamity, it is important that your estate planning and other important documents are beyond reach and easily retrievable.

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