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Categories
Tag Archives: trusts
Estate Planning Possibilities
You may have heard of different types of Estate Planning techniques, but here are a few that you may not be totally familiar with: Irrevocable Life Insurance Trust Foundation Documents Beneficiary Forms Proper types of Property Ownership Limited Family Partnership … Continue reading
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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Long Term Care…….. are you part of the 70%
In the 2000, almost 10 million people needed some form of long-term care in the United States. Of this population, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65 (Roger & Komisar, 2003). Almost … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, Medicaid Planning, trusts, VA Planning
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Cost of Skilled Nursing and What to do?
Why even discuss skilled nursing? There are some statistics that everyone needs to know. 1. At least 70% of people 65 years old and older will need some type of long term care in their lives. Many will require Long Term Skilled Nursing … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, free consultation, Medicaid Planning, trusts
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TRUST ADMINISTRATION CHECKLIST
You are the Trustee? Many Trusts are set up in a way that the Trustee can “Administer” the trust without additional professional assistance. In those cases, here is a sample “checklist” of those tasks that need to be completed: Obtain … Continue reading
An “Estate Plan”………. I don’t need one!
So many people ask themselves – “do I really need an estate plan?” The easiest way to answer this question is with several more questions: If I die without a will, what happens to my home, my money and how … Continue reading
Posted in Uncategorized
Tagged asset protection, Elder Law, Estate Planning, Kevin Huston, Rick Messemer, trusts, wills
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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
Importance of your Living Will – PART 1
Create Your Living Will Now to Ease Burdens Later (Part 1) A living will is a legal document that indicates what medical treatments and life-sustaining measures you want or don’t want. If the time comes when you can’t make … Continue reading
Posted in Uncategorized
Tagged Kevin Huston, Living Wills, Rick Messemer, trusts, wills
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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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