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Categories
Tag Archives: beneficiary designations
Adding someone to the DEED of your home
If you are thinking of adding someone to your deed, you may find some unforeseen consequences! Once you’ve added someone, you cannot undo the deed unless the person you added consents. Once on the deed, a person can take out … Continue reading
Posted in Deeds and Estate Planning
Tagged asset protection, beneficiary designations, Trust Planning, trusts, wills
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Alzheimer’s and Estate Planning
BE PREPARED! Estate and Elder Law planning is even more important if you suspect that you or a loved one is in the early stages of Alzheimer’s or any progressive cognitive disease. Here are just a few areas you should … Continue reading
Special Needs Trust
What is a “Special Needs” trust? Special Needs Trusts are created to comply with the complex rules of federal needs-based benefits programs that are important and may be available to people with disabilities, such as: Supplemental Security Income (SSI) … Continue reading
Review your Wills, Powers of Attorney, Insurance policies today!
Situations change, families move, loved ones pass away, children are getting divorced, a grandchild is born with a disability. Your legal and insurance documents are instructions to those handling your final wishes, but it your responsibility to make sure they reflect … Continue reading
Wills vs Beneficiary Designations
SO YOU HAVE A WILL! A will is a very important document. It is how your wishes are carried out relating to who or where (possible charity) your assets will be distributed. You may have spent a considerable amount of … Continue reading
Posted in Uncategorized
Tagged beneficiary designations, Kevin Huston, Rick Messemer, trusts, wills
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