
Council Post: Reviewing Your Financial and Estate Planning Checklist
Before talking about the review of your financial and estate planning checklist, do you have a plan up front for the event of incapacitation or
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Before talking about the review of your financial and estate planning checklist, do you have a plan up front for the event of incapacitation or

When a person applies for nursing home Medicaid coverage, one of the crucial issues to observe when drafting the Medicaid paperwork is whether any gifts

A power of attorney is one of the most important estate planning documents which is why it is important that you include it in your

Estate planning is your best shot at ensuring that your estate is well protected and distributed according to your wish upon your death. In addition,

What is a pooled income trust? A pooled income trust, also commonly called a pooled trust, is a kind of Supplemental Needs Trust (SNT) created

Here’s 7 Easy Mistakes 1. Keep The Will Up To Date If you’ve written your Will about a decade ago, it is outdated and is

A pooled income trust is not common, like a will. So there is a huge possibility that you don’t know what it is, or how
To many people, estate plan is all about having a will. But it is vital you know that a will is only a part of

A special needs trust is an irrevocable trust designed to enhance the life of an individual with special needs. The terms of a special needs

The high cost of private medical care has made many individuals look for better and cheaper alternatives. Medicaid, a program funded by the state and