23 Nov Protecting inheritance from future son-in-law
Making sure your estate goes where you want it to go....
Estate Planning
22 Nov What happens to your house with Medicaid?
How Medicaid will treat your home if you need care. ...
13 Nov What the tax plan means for ‘death taxes’
How the GOP tax plan would impact estate and gift taxes. ...
06 Nov Spending assets before Medicaid kicks in
A look at paying for long-term care without insurance. ...
02 Nov Mom needs long-term care. What to do?
How Medicaid looks at assets when you need long-term care. ...
31 Oct Lessons in probate and executor duties
A look at what an executor needs to do before distributing assets. ...
30 Oct What to do with inherited savings bonds
Beneficiaries have several options for savings bonds. ...
25 Oct Beneficiary designation – specific or not?
It's important to make sure your beneficiary designations are accurate....