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Posts Tagged ‘estate planning’

Protecting Your Assets from Medicaid


If you’ve taken steps to get the best possible long-term medical care for a loved one with special needs, you also need to think about protecting your assets from Medicaid. This is because the Medicaid standard to establish need essentially requires the recipient to be flat broke. If you leave an inheritance for that loved…

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Creating an Estate Plan for your Digital Assets

Digital Assets

In the age of information and technology, it is inevitable that there will be digital assets in your name; you may have Facebook accounts, Google, Netflix, or Amazon just to name a few. It has become increasingly important to have a plan for your digital assets, not just to make sure everything is taken care…

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Asset Protection for Real Estate Investors

Asset protection for real estate investors

Investing in real estate is a good way to diversify your portfolio and gain reoccurring investment income, but as any investment goes this does not come without its risks. As the landowner of an investment property, you may run the risk of a hefty lawsuit or losses by damaged property if you are not properly…

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Estate Planning Steps for Newlyweds

Estate Planning Steps

It goes without saying that getting married is one of life’s major events. But when you do marry, you have to plan for the future regarding your assets, future assets, whether you have children, plan to have them, or not. Part of that includes estate planning since you will want to protect your assets and…

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The Perfect Holiday Gift Can Be a Part of Your Estate Plan

estate plan

Gift giving can benefit both the giver and the recipient. It feels good to give, sure, but did you know strategic gift giving of personal items can also be a tool in your estate planning toolbox? It can. If you have items you know you want certain family members to have, you can give them…

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Estate Planning Checklist

estate planning checklist

Death and incapacity can be very complicated and overwhelming. It is extremely important to take the necessary steps to protect your loved ones and empower them to make decisions on your behalf if you are unable to do so due to incapacity or death. Estate planning can make these scenarios, in which you are suddenly…

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What To Do When Your Disabled Child Turns Eighteen

Special Needs Adult Children

Graduation. It is a rite of passage for nearly every child. For special needs children, it is still that rite of passage bringing a sense of accomplishment and pride to the child and to the family. It is also a time for new challenges for parents as preparation for their child’s life as an adult…

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Estate Planning and Your IRA

estate planning

Estate planning often includes looking at who you have named as beneficiaries on your IRAs. You want to be sure to discuss who to name, not only with an investment advisor but also with an estate planning attorney.

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What Kind of Legacy Do You Want to Leave?


Are you an impassioned volunteer for a charity that is meaningful to you? Perhaps your life has been t ouched deeply by a cause and as you consider how you would like to be remembered, leaving some of your hard-earned savings to help has entered your mind. This is called leaving a legacy. It can be a rewarding and meaningful way…

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Estate Planning 101: Don’t Make These Celebrity Mistakes

Estate planning 101 photo

  Anyone, even celebrities, can fail estate planning 101. The estates of many celebrities are ten times bigger in net worth compared to those left behind by regular folks. For instance, singer and pop icon Prince has left an estate worth hundreds of millions of dollars, a far cry from that of a middle-class suburban…

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