2 Reasons Medicaid Planning Should Be Part of Your Trust and Estate Planning

Should you incorporate Medicaid planning into your trust and estate planning? Here are three reasons you should. Longer life expectancy rates and higher costs of elder care mean Medicaid planning is more important now than ever. Seniors – individuals 65 years and older—may qualify for Medicaid, which is a federal-state program that provides assistance for healthcare costs. Taking the time to go through proper Medicaid
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

What You Should Know about Death and Taxes when Creating Your Trust

Up on what you need to know about death and taxes? There are ways you can structure your estate to avoid large amounts of taxation. Do you know about death and taxes and how to protect your heirs? If you haven’t properly structured your estate, your beneficiaries could be in for an unpleasant surprise regarding your death and the taxes that go along with your
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

Breaking Down the Difference Between a Will and a Trust

What’s the difference between a will and a trust, and which is right for you? Do you have your will and trust completed? Estate planning is not a fun topic of conversation for most people. But you must make a clear plan for your assets upon your death. The unexpected passing of a person with no will or trust creates legal headaches for his or
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

The 3 Most Important Estate Planning Strategies to Protect Your Wealth and Your Family

Looking for estate planning tips? Here’s what you need to know to protect your wealth. It’s common for people to put off the task of estate planning. However, it’s important to take a proactive approach to the process to protect your wealth before it’s too late. Maybe it’s the unpleasantness of thinking about one’s mortality. Or maybe it’s the fact that the process seems complicated.
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

The 3 Most Effective Estate Planning Strategies You’ve Been Looking For

Looking for effective estate planning strategies? Here’s what you need to know. By using effective estate planning strategies now, you can save your family time, energy, and money. With proper planning, your family will owe less money to legal fees and taxes. This means more of your estate gets transferred to your family, where it belongs. However, you shouldn’t make your plans alone; estate taxes
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

Is it Ever Too Soon to Start Estate Planning?

Have concerns about whether you should start estate planning? Understand that it’s never too soon to take these important steps. Estate planning is a necessary step that those who have a large amount of money and property must consider before they pass. However, because it is so complex, many people prefer putting off this planning. Others are simply not yet ready to admit their morality.
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

Estate Planning Mistakes Everyone Makes and How to Avoid Them

Will your loved ones have to pay the price for estate planning mistakes you made? Many people in America will die with no estate plan at all. Don’t beat yourself up if you discover your well-thought-out plan is full of estate planning mistakes. You’re still a step ahead of most people. Trying to do estate planning on your own usually means that mistakes are inevitable.
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

What’s The Difference Between a Will and a Trust?

There are many differences between drafting a will and trust, but both options are great for securing your financial future. The time has come to secure your assets for the future; the first step is to choose between a will and trust. Both options allow you to pass on your property as you see fit, but the manner of doing so can differ significantly. Keep
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

The Ugly Truth about Death and Taxes

Death and taxes really do go hand in hand. Here’s how to avoid a mess for your loved ones. The old cliché states that nothing is certain except death and taxes. But what it fails to address is how tax situations grow even more complicated after death. The estate tax has long been a hotly debated topic in politics and with good reason. These taxes have
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Categories: TRUSTS, ESTATES & FIDUCIARIES.

Estate Planning Help to Protect Your Assets Now and For Your Family

Estate planning help can ensure a secure financial future for your family. People often mistakenly assume estate planning help is only for the wealthy. But in reality, all families can benefit from a well-rounded estate plan that protects their assets. As you plan for the future financial security of your loved ones, keep these key planning strategies in mind: Create a Will or Trust This
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Categories: TRUSTS, ESTATES & FIDUCIARIES.