Table of Contents: Understanding Final Expense Insurance Selecting a Beneficiary Is Final Expense Insurance Right for You? What’s the difference between burial insurance, funeral insurance, and final expense insurance? It’s all in the name. According[...]

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Table of Contents: Senior Finances Before COVID-19 How Will COVID-19 Affect Social Security? Is More Relief on the Way? Senior Finances Before COVID-19 To put it mildly, COVID-19 has taken financial outlooks for many seniors from bad to worse. The Ka[...]

If you have personal assets beyond Medicaid eligibility limits, a Medicaid Asset Protection Trust can eliminate certain holdings from consideration, allowing you to receive federally-funded healthcare, while still being able to pass wealth on to your[...]

Trusts are an often underutilized, but extraordinarily efficient tool for managing your estate during your lifetime, and after your death. A trust is a legal entity that is created and governed by an instrument, which is essentially an operating agre[...]

Table of Contents: What is an Estate and Do I Have One? What is an Estate Plan? What is a Will? What is Power of Attorney? What is a Trust? Are There Any Other Components to an Estate Plan? In the context of “estate planning,” though each person is u[...]

Table of Contents: Who Receives a Piece of the Inheritance? How Much Does Each Person Get? What is Per Stirpes? What Is Inherited?: Real vs. Personal Property What Happens When… What Can We Do to Avoid Intestacy? Who Receives a Piece of the Inheritan[...]

Table of Contents: Who Can Get a POA?: Capacity in a Nutshell When is It Valid? What Does It Cover?: The Scope of a POA is Broad Are They All the Same?: Types of POAs Matter A Power of Attorney (POA) is an integral part in an estate plan. POAs come i[...]