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Estate Planning Articles

Who Will Benefit from the New Medicare Policy Change?

This ruling could have a profund impact on the lives of Medicare beneficiaries who need the care of a skilled professional ...

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9 (Potential) Problems with Your Trust

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today.

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Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?

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How to Protect an IRA From Heirs' Creditors

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA that has been inherited? 

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Providing for Your Pet with a Trust

A pet can be a member of the family, but what happens to your pet after you are gone?

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How Your IRA Can Benefit Both Your Heirs and Charity

Do you want to use your IRA to help a charity, but also benefit your heirs?

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10 Ways the Elderly Can Avoid Financial Abuse

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse.

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Don't Leave Children Unequal Shares By Mistake

Siblings do not always receive equal shares of a parent's estate.

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