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Spouses and Long-Term Care Insurance

January 18, 2023
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
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7 Key Points of Estate Planning

January 16, 2023
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
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What is the First Sign of Dementia?

January 15, 2023
Certain habits can signal cognitive impairment.
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Who Is Your Best Executor?

January 14, 2023
What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?
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Is ABLE Account the Same as SNT?

January 13, 2023
Because of astronomical costs of care and support—often more than $100,000 per year—most individuals with disabilities will need government assistance, such as Supplemental Security Income and Medicaid.
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How a Spendthrift Trust Works

January 12, 2023
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
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Do Asset Titles Impact My Estate?

January 11, 2023
The way in which assets are titled can be vital.
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The House and Community Spouse

January 9, 2023
The intent of the laws and regulations is to allow the community spouse to have enough income and assets, so that he or she has enough income and assets to continue to live at home, whether that be a home, an apartment, or other living place.
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Who Needs a SLAT Trust?

January 5, 2023
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
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Don’t Miss Estate Planning Opportunities

January 2, 2023
People often overlook critical steps when they are doing their estate planning.
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