Transferring Assets and the Five Year Look-back
When an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with...
When an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with...
What Do You Own? John and Helen have been thinking about updating their estate plan. They called and made an appointment with Paul Plant...
What will happen to my money and possessions if I die without a will? If you die without a will, what happens to your assets will be...
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows...
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are...
Great review of basic considerations before finalizing your estate plan. “Who should receive my property?” asked Helen to her attorney,...
Most Americans could stand to improve their knowledge of retirement planning, but it is especially important for unmarried women. Here’s...
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are...
What’s the best, conflict-free way to divvy up my personal possessions amongst my kids after I’m gone? I have jewelry, art, family...
1. Pack swim suit 2. Stop the mail for the week. 3. Ask neighbors to water the flowers. 4. Review estate plan. – – – – Say What?...
By Robert M. Slutsky, Esq. Robert Slutsky Associates Plymouth Meeting, Pennsylvania, An ElderCare Matters Partner, The percentage of...
Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the...
Published December 6, 2013 by The Foundation of the Tennessee and Memphis Conferences of the United Methodist Church The living trust is...
Published November 2, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences Where is the Missing Will? More than 40...
Published September 14, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences “My brother Pete and I own a ranch...