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When making an estate plan, you may find yourself wondering how that inheritance is going to be used by the next generation. You may hope that the beneficiaries will use the money for things like starting a business, buying a family home or getting a college...
Elder financial exploitation is a growing concern. Today, seniors are increasingly becoming targets of financial abuse. An effectively crafted estate plan plays a critical role in safeguarding older individuals' financial interests and assets. It can also help to...
If it’s been several years since you first drafted your estate plan, it may be time to take another look. Many people pass away without updated estate plans. As a result, assets and beneficiaries not included in an estate plan may lead to issues and legal battles....
Many people put off estate planning because they believe it’s for the old or wealthy. In truth, anyone with assets should create one, regardless of age, marital status, or if they have children. Here are some reasons everyone needs an estate plan and what they should...
In the ever-evolving landscape of financial planning and asset protection, Medicaid Assets Protection Trust (MAPT) has become an invaluable tool for individuals seeking to safeguard their wealth and access Medicaid benefits when needed. A Medicaid Assets Protection...
