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410 items found for "life insurance"

  • Texas Lady Bird Deed Vs. Transfer on Death Deed

    The Lady Bird Deed Also known as the Enhanced Life Estate Deed, the Lady Bird Deed was designed to help This enhanced life estate arrangement can do a number of things, including: Allow for the transfer of Transfer on Death Deed Much like the Lady Bird Deed, the Transfer on Death Deed is designed to avoid For example, if you have a sentimental item you’d like to pass down to your child, you can specify that

  • How to Prepare Seniors with Dementia for a Hurricane

    For the full conversation on this topic, view the Life Happens podcast episode with Kim and Dale here Even if you live inland and you have a generator, create a backup plan to ensure your safety. Dale Libby says, “My wife wandered off one time I wasn’t even there. items: Copies of legal papers Medications Extra medications A list of the medications and the dosages Insurance We’re supposed to have a good quality of life, and as we age, we need to put those things in place to

  • How to Include NFTs in Your Estate Plans

    With enough forethought, you can include NFTs in your estate plan and ensure your heirs one day gain The creation of such plans can also guard against risks like identity theft, fraud, and hacking. Once you have got a master list assembled, consider to whom you would like to grant access. That is especially true if you have a presence on e-commerce sites like Amazon or Etsy. Take Action to Protect Your Digital Assets Today If you are unsure about how best to protect your digital

  • 5 Reasons Why Putting Your House in a Trust is a Game-Changer

    Are you a homeowner looking for ways to protect your property and ensure its smooth transfer to your Maintaining Control Over Your Property When you create a living trust, you transfer ownership from yourself your property into a trust can be like locking it in a safe. One big advantage of putting your home in a revocable living trust is that it ensures that the transfer Yes, you can place a homestead mortgaged property in a trust, specifically a revocable trust or living

  • What is Trust Administration, and When Should You Get Professional Help?

    It means that someone in your life trusts you to act in their interests in the moments following their Some benefits of using a corporate trustee like a trust company or law firm include: Specialized Expertise Consistency: A company trustee won’t pass away or resign like a person might. Contact us today to ensure precision in crafting your assets, passing them seamlessly into the hands

  • Estate Issues Look to be Settled for Media Mogul Redstone

    Sumner’s decisions about the future of Viacom and CBS—where he is chairman emeritus—are now back in line is the future of a $40 billion media empire that includes Paramount Pictures, CBS and cable channels like article reports that Redstone intended to leave Manuela Herzer and Sydney Holland—his two longtime, live-in family cemetery plots to the two ladies—effectively settling their right to be with him not just for life In that case, Shari’s chosen executive would likely be Leslie Moonves, the longtime chief executive of

  • Administrator Vs. Executor: What’s the Difference?

    Like an administrator, an executor is also responsible for paying the court fees incurred during a probate To ensure your estate is managed properly and according to your wishes, you must work with an experienced Contact us today to schedule a strategy session and learn how we can help you protect your assets and ensure

  • Navigating the Estate Planning Landscape

    Required Minimum Distributions New life expectancy tables used in determining Required Minimum Distributions COVID-19’s Continued Role The COVID-19 pandemic continues to play a role in almost every facet of our lives If you are unsure of how to best reduce your taxable estate by making additional gifts in 2022, it is

  • Trusts from A to Z

    Revocable Trusts Also known as a revocable living trust, this trust lets you manage your trust during Depending on where you live, probate can be lengthy and expensive. over time, you can transfer those assets into the trust to remove them from your taxable estate and ensure your spouse can keep his or her rights to the assets contained in the trust for the rest of his or her life But if you die while living in your home, it’ll count as part of your estate and be taxed according to

  • The Cost of Caregiving

    The job of caregiving often falls on the child who lives closest to the parent or on the child who is Daughters are more likely to provide basic care, according to the MetLife study, and sons tend to contribute Consider hiring a geriatric care manager if your parent has complicated needs or lives out of state. Long-term care insurance also pays for in-home care, but you may have to wait up to 120 days, depending employees on elder-care resources and create a more receptive atmosphere for discussing work accommodations like

  • Personal Finance Myths Debunked!

    But remember that Social Security was designed as a supplemental retirement insurance program, not a

  • Why You Should Have an Estate Plan

    One way to ensure that your assets go to the people you want is to have a comprehensive estate plan to It is never too late to make the necessary steps to ensure your loved ones are protected! fights and possible financial turmoil for your loved ones, an estate plan is also an effective way to ensure Even if you do not have much money, estate plans can help ensure that your possessions are passed on This is particularly important if you have children, as it will specify who you would like to raise them

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