Understanding Medicaid Estate Recovery Program Impact of Medicaid Estate Recovery Program on Beneficiaries “If you’re helping an aging parent navigate Medicaid because they don’t have …
Understanding Wills and Trusts in Estate Planning The Role of a Last Will and Testament “By definition, a Will accounts for a person’s wishes of …
Understanding Donor-Advised Funds (DAFs) The Flexibility and Control of DAFs “Funded with cash or other assets, donor-advised funds give charitably minded investors control of when …
The Importance of Naming Beneficiaries for Your Accounts Retirement Accounts and Beneficiary Designations “If you’ve had an IRA and a 401(k) for many years, you …
Understanding Power of Attorney and Joint Accounts The Role of Attorney-in-Fact in Power of Attorney “As you know, a power of attorney (POA) allows another …
What is a Health Care Directive? “A health care directive is a legal document that lets you express your health care preferences and, if you …
Understanding Credit Shelter Trusts for Estate Planning The Role of Credit Shelter Trusts in Reducing Estate Taxes “A credit shelter trust is used to help …
Maximizing Your Legacy with Tax-Smart Estate Planning Understanding Tax Implications for Different Assets “By being very selective about who receives which type of money—whether Traditional …
The Impact of Social Isolation on Elder Financial Abuse “The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors …
The Importance of Understanding Probate and Wills “There is a general understanding that every adult should have a last will and testament. However, for most …
