Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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When and How to Use a HIPAA Form in Your Estate Plan
A HIPAA authorization form lets you choose who can have access to your private medical information. Learn how to obtain and use this form as part of your estate plan.
· 3 min read
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What Makes a Will Invalid
Because your will is your final act, you want to make sure that it is valid so that your wishes are carried out. Avoid these common pitfalls to ensure your document is ironclad.
· 3 min read
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How to Set Your Retirement Date
Wondering how to pick a retirement date that will work the best for your retirement future? Read on to learn more about the factors you need to consider when deciding when to retire.
· 4 min read
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How to Avoid Challenges to Your Estate Plan After You're Gone
The best laid out estate plans may not hold up if a disgruntled relative decides to challenge them. Find out how to make your estate plan bulletproof.
· 3 min read
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How a Pooled Trust Protects Your Family
If your family member qualifies for Medicaid and SSI, how can they acquire additional income without being disqualified from these government programs? Find out how your family member can own additional assets without being disqualified.
· 4 min read
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Estate Planning for Your Special Needs Child
Special needs children require special estate planning, especially if they receive needs-based government assistance. Learn about your options and what most professionals recommend.
· 3 min read
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Creating an Irrevocable Burial Trust
When creating an estate plan, be sure to consider the possibility of setting up an irrevocable burial trust. This fairly simple legal document may enable you to both pay funeral costs and secure Medicaid benefits for long-term care.
· 4 min read
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When Is It Time to Use a Trustee Deed?
Find out how a trustee deed is used to transfer ownership of real property in a foreclosure sale.
· 3 min read
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Use Your Estate Plan to Take Care of Children with Special Needs
Children with special needs require a great deal of resources and support. Parents often worry about what will happen to their children with special needs after they are gone. Setting up a special needs trust can help ease your worry.
· 4 min read
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9 Things to Avoid When Naming Your Beneficiaries
Don't make these common mistakes when naming beneficiaries.
· 5 min read
