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Article Topic: Legal

INSIDE ADVISOR: Can You Change Your “Revocable” Trust to an “Irrevocable” Trust

Can You Change Your “Revocable” Trust to an “Irrevocable” Trust   Such a simple question begs for a simple answer. Problem is that there is no simple answer, but...

INSIDE ADVISOR: False Confidence: Is Your Will/Trust Done, or Done RIGHT?

False Confidence: Is Your Will/Trust Done, or Done RIGHT? Is Your Will/Trust Done, or Done RIGHT? Most people think that filling in blanks on a Will, Trust, Power of Attorney, etc....

INSIDE ADVISOR: Your Spouse Needs a Nursing Home – Avoid this Planning Pitfall

Your Spouse Needs a Nursing Home – Avoid this Planning Pitfall It happens a lot. One spouse goes to the nursing home and is eligible for Medicaid. So, the family doesn’t do any...

How Much Can You Give Away and Not Pay Taxes?

MYTHBUSTERS: How Much Can You Give Away and Not Pay Taxes? The annual gift tax exclusion for 2018 is $15,000. After staying the same for five years, the amount you can give away to any...

INSIDE ADVISOR: Legal – A Useful Resolution, Updating your Estate Plan in 2018

Updating your Estate Plan in 2018 Estate planning helps ensure your affairs run smoothly if or when the time comes that you cannot manage them yourself. Here are a few key elements...

INSIDE ADVISOR: Legal – Medicaid Long-Term Care Benefits

Giving away money or property can jeopardize your eligibility. ‘Tis Better to Give than Receive, but … It’s the giving season. Whichever holiday you celebrate, most enjoy...

Your Elder Care Law Prescription — Avoid Common Long-Term Care Asset Protection Mistakes

Families make many mistakes when planning, usually because they were given bad information from well-meaning loved ones, friends, and non-attorney professionals. Your Elder...

INSIDE ADVISOR: Proactive Planning to Age Easier

Nobody wants to think about the time when they will need others to make decisions for them. But with advances in medicine and technology, humans are making it longer than they ever...

INSIDE ADVISOR: Don’t Go Broke Because of Elder Care Risks Be “Proactive”

If you’re like most people, you worry about going broke before you die. You probably realize that one of the most common reasons people die broke is that they needed expensive...

INSIDE ADVISOR: The Risk of Being a “Power of Attorney”

The Risk of Being a “Power of Attorney” Do you realize that when you’re acting as an agent or attorney-in-fact, a/k/a “Power of Attorney” (POA), that you can be...
Articles
Top 10 “Worries” of Older Americans – Part 3: False Confidence, When to Consider Giving Up Driving and our Desire to Remain Independent.
In this issue, you’ll find the final part of the 3-part series entitled Aging Happy: Top 10 “Worries” of Older Americans. Here we will address the topics of False...
Top 10 “Worries” of Older Americans Part 2: Cutting Costs, Staying in Your Own Home, Sudden Bills and Financial Security
Part 2: Cutting Costs, Staying in Your Own Home, Sudden Bills and Financial Security Let’s address 4 more issues on the Top 10 “Worries” of Older Americans: Cutting...
From Despair to Delight: A story of Self-Sacrifice through love, service and faith
Helene’s Near Misses — A legacy of caring and daring greatly Helene Kereluk of DeLand is the queen of near misses. Or, she simply may be the most fortunate...
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