Tag: Estate Planning
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Guardianship and Medicaid: A Guide to Home Transfers
This article outlines strategies for protecting a parent’s home from Medicaid estate recovery when nursing home care is required. Key methods include transferring the home before applying for Medicaid, obtaining guardianship for incapacitated parents, utilizing the Caregiver Exemption, and applying for a Hardship Waiver after death. Each step requires careful legal consideration.
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Unlocking the Hidden Benefits of Veterans Estate Planning:
A Guide to Securing Your Legacy and Protecting Your Family If you’re a veteran, you know about sacrifice, dedication, and protecting what matters most. But did you know there are specific benefits designed just for you that can help secure your legacy and support your family in the future? From special pensions to tax-free disability…
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Don’t Wait: Why Every Parent Needs a Will (Even if You’re Young or Don’t Have Many Assets)
If you’ve got kids, it’s time to get a will, like, now! It’s not just about your stuff; it’s mainly about choosing who’ll take care of your kids if something happens to you. Don’t leave it to the court, because they won’t know your family like you do. Peace of mind is everything!
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Financial Legacy Challenge
Journaling can help address fears, anxieties, and cultural considerations related to estate planning. Explore emotions, fears, and anxieties; cultural beliefs and taboos; family dynamics; your desired legacy; practical concerns; and setting goals. Use writing as a safe space for honest reflection and self-exploration to achieve peace of mind and clarity.
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30-Day Financial Legacy Challenge
April is not just about welcoming spring; it’s a month dedicated to cultivating a robust financial legacy. As part of Financial Literacy Month, we are excited to introduce the 30-Day Estate Planning Challenge, is a journey designed to empower you with the knowledge, tools, and confidence to build a solid financial foundation and enduring legacy.…
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The Importance of Clear and Valid Estate Planning: Lessons from Aretha Franklin’s Will
This month marks the fifth anniversary of the passing of Aretha Franklin. The iconic musician, left behind more than just a musical legacy. After nearly five years of legal disputes. The Queen of Soul’s estate was finally settle in July 2023. Her case also serves as a poignant reminder of the significance of proper estate…
Sadity Esq 