Estate planning involves more than creating a will. It’s also about preparing for the costs of future health care. One key part of that process is Medicaid planning. This strategy can help you qualify for government assistance with long-term care without losing your...
Month: May 2025
Myths about contesting a will
Contesting a will often feels confusing and intimidating. Many myths surround the process, which complicates understanding what really happens when you decide to challenge a will. It’s important to clear up some common misconceptions you might have heard. Myth 1: You...
Can a POA agent access your medical records?
You might wonder if a power of attorney (POA) agent can access your medical records. The answer depends on the specific type of power of attorney you grant and the scope of authority it provides. Understanding how this works helps you protect your privacy while making...
Tips for talking to your loved ones about an estate plan
Creating your estate plan likely wasn’t an easy thing to do, but you may quickly realize that it’s just as difficult to talk to your loved ones about it. Having to do this touches on sensitive topics, such as your death, money and intimate family dynamics. While it...
What is a pour-over will?
In estate planning, a pour-over will complements a revocable living trust. It directs assets not transferred to the trust during your life into the trust when you die. This tool acts as a safeguard to maintain the structure of your estate plan. How pour-over wills...