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How to Navigate the Probate Process

As defined by the American Bar Association (ABA), probate is the legal process by which a will is granted formal recognition, and the personal representative (executor) is appointed to administer the estate. Navigating the probate process will vary according to…

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Plan Your Estate in Light of Tax Reform

Your estate plan may need to be reviewed and amended annually to keep up with the complex and ever-changing federal estate tax law, gifts, and GST exemptions. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation…

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Will Versus No Will

It's uncomfortable to think about death, especially our own. Add to that the question of what will happen to our assets after we die and it's no wonder, so few people have created wills. According to a 2021 Gallup poll,…

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Medical Bills: Avoiding Unwelcome Surprises

In addition to dealing with a medical emergency, you might find yourself facing massive bills that are uninsured. For example, suppose that you underwent emergency surgery for some reason. You scheduled it at a hospital that participated in your insurance…

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A Guide to Medicaid Gifting Penalties

In the US and around the world, the aging population is growing. People are living longer than previous generations, which means they will require more long-term care. It’s estimated that seven out of ten Americans will need long-term care during…

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Medical Estate Planning Documents

Wills and trusts are usually associated with estate planning and passing assets to future generations. However, there is another part of estate planning that doesn’t get as much attention. It concerns advance health care planning. Have you thought about what…

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Understanding Medicaid Eligibility

In terms of health care coverage and long-term care, Medicaid is an important federal-state partnership program for seniors and people with disabilities. Qualifications for Medicaid vary by state, with overarching federal guidelines. The Kaiser Family Foundation (KFF), a nonprofit organization…

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The Benefits of Living Trusts for Seniors

It is unfortunate that seniors are often the victims of financial abuse and scams. That’s why it’s important that planning is in place to help seniors protect themselves and their assets. As we age, it can become increasingly difficult to…

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