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Is a Medicaid Annuity a Good Idea?

March 11, 2022

For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.

Estate Planning

When Should I Update My Estate Plan?

March 10, 2022

Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.

Estate Planning

Do I Need an Attorney for Probate?

March 9, 2022

A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

Estate Planning

Am I Getting All the Social Security Benefits I Can?

March 8, 2022

Money Talks News’ recent article entitled “7 Social Security Benefits You May Be Overlooking” says that the Social Security Administration provides payments to spouses, children and those with disabilities, among others. Let’s look at this in detail. Spousal benefits via a husband or wife. Spouses can get up to half of their husband’s or wife’s…

Estate Planning

Why Do So Few Black Americans Have Wills?

March 7, 2022

When actor Chadwick Boseman died, he didn’t have a will. Neither did recording artists Prince and Aretha Franklin. Each time the news broke, there was surprise that such notable names hadn’t made estate plans. Yet, estate planning isn’t as common as experts argue it should be, particularly among Black Americans.

Estate Planning

Can I Avoid Paying Taxes on Social Security?

March 6, 2022

Social Security benefits are a vital source of income for many retired Americans. However, as with any income, the federal government is able to tax Social Security benefits—how much depends on the retiree's income.

Estate Planning

How Do You Pass Down a Vacation Home?

March 5, 2022

If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.

Estate Planning

Who Is the Best Choice for Power of Attorney?

March 4, 2022

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

Estate Planning

What’s Elder Law and Do I Need It?

March 3, 2022

Why Elder Law Is Necessary? In two words: baby boomers.

Estate Planning

How to Protect Valuable Assets in Estate Planning

March 2, 2022

Planning for your future should start after you get a job. Therefore, it is advisable to start saving a certain percentage of your salary every month and buying assets whenever you can. That will guarantee that you will have a comfortable life after retirement.

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Hablamos Español!

Estate Planning and Probate Blog

Is a Medicaid Annuity a Good Idea?

When Should I Update My Estate Plan?

Do I Need an Attorney for Probate?

Am I Getting All the Social Security Benefits I Can?

Why Do So Few Black Americans Have Wills?

Can I Avoid Paying Taxes on Social Security?

How Do You Pass Down a Vacation Home?

Who Is the Best Choice for Power of Attorney?

What’s Elder Law and Do I Need It?

How to Protect Valuable Assets in Estate Planning

Hablamos Español!