Beneficiary

June 6, 2019
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Fluid Estate Planning for Changes in Life Circumstances

Your estate plan needs to change with life events. Divorce, marriage, and having children are some of the few things that truly can affect every aspect of your life.
February 24, 2019
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Choosing a Beneficiary

Planning for a future after you die is never fun, but it is one of the best ways we can protect and help the ones we love. Selecting the correct beneficiaries of your estate is a task nobody relishes, but it is nonetheless important.
January 22, 2019
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Using Immediate Annuities to “Spend Down” for Medicaid

To qualify for Medicaid, a Federal program wherein the government pays a portion if not all of an elderly patient’s long-term care costs, an applicant cannot own more than $2,500 in countable assets.
January 17, 2019
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The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

Are you divorced or in the middle of a divorce proceeding? If so, you should review your estate planning documents, ownership titles on your assets and named beneficiaries.
January 6, 2019
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Special & Supplemental Needs Trusts

Understanding Supplemental and Special Needs Trusts is the first step to ensuring future financial stability for any loved ones receiving disability benefits from the government.
November 20, 2018
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Expanded 529 Plans

While experts have and will continue to debate the benefits and costs of the 2017 tax reform for consumers, one clear benefit is the expansion of benefits from the use of a 529 Education Savings Account.
February 9, 2018
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Understanding Contract Provisions as a Component of an Estate Plan

Reviewing contracts that control our accounts and asking questions about those agreements has become a necessary component of estate planning.
September 1, 2015
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Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
April 17, 2015
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Ownership of Assets

There is a common misconception that all real and personal property will pass through an individual’s estate upon his or her death. Though, some assets avoid the probate process altogether depending on how the property is titled.
December 18, 2014
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A Single-Minded Approach: Estate Planning for the Unmarried

With no family to provide for, many singles may feel that having a plan isn’t a necessity. However, the truth is that estate planning for single individuals is just as important, and sometimes more complex, than planning for married couples.
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