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What Happens to Digital Assets on Death?

October 18, 2023
If you haven’t properly accounted for these things, your heirs may not be able to access these assets when you’re gone.
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Do I Pay Taxes When I Inherit?

October 17, 2023
An inheritance is a windfall that can absolutely help someone's financial situation -- but it can make your taxes tricky.
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Common Questions about Applying for Medicaid

October 16, 2023
Navigating the complexities of government healthcare programs can be a daunting task, especially when it comes to applying for Medicaid. Medicaid is a vital program that provides healthcare coverage for individuals and families with limited income and resources.
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The Rights of Elderly in Care Facilities

October 15, 2023
It is important for residents and their families to understand the benefits and limitations of each program, eligibility requirements, and any additional costs associated with them.
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Social Security has a Little Known “Do-Over” Clause

October 14, 2023
In order to maximize your Social Security benefit, you first need to understand the four elements that factor into your payout. A little-known Social Security clause can be a silver lining for select baby boomers who regret claiming benefits early.
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What is the Best Estate Plan to Keep Family from Killing Each Other?

October 13, 2023
Death is inevitable. We need to prepare ourselves and our loved ones for when it comes. Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. However, creating a will can be a sensitive and emotional process
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What’s So Bad about Cancelling Irrevocable Trust?

October 12, 2023
Before pulling the plug on an irrevocable trust, it’s important to consider several factors like the potential tax consequences and possible alternative solutions.
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What’s the Best Way to Sell an Inherited Estate to an Heir?

October 11, 2023
We have a situation where both of my in-laws passed away in the last several years. My wife was the daughter and she and her brother are the executors to the last of my in-laws to pass away.
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How can Families Minimize or Avoid Estate Taxes?

October 10, 2023
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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Can I Buy a House with My Able Account Money?

October 9, 2023
Saving for homeownership as a person with a disability can be challenging. Many disabled individuals receive benefits, such as Supplemental Security Income, that limit how much money recipients can have in savings.
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