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292 items found for "personal guardian"
- What the Heck is a Pooled Trust?
administrative purposes but separated into accounts based on the individual’s contributions for the disabled person Unlike a Special Needs Trust, a Pooled Trust account can be created for a person with disabilities of
- What If I Don’t Want to Be an Executor?
Your friend or loved one may see you as the person in his or her life who’s most qualified to handle This person may not feel he or she has a good second option to serve as the executor. before telling someone that you won’t serve as the executor of his or her estate: confidence in the person
- The Importance of Beneficiary Designations
That’s because there’s a difference in tax treatment of living persons vs. trusts. Also, a living person is generally the right designation for a beneficiary of a retirement account, but
- Important Steps to Complete a Medicaid Application
You can submit your application via fax, on paper, online or in-person at your state’s Medicaid office
- Who Gets My Stuff if I Die Without a Will?
Legally, these items are referred to as “tangible personal property,” but it could be dad’s stuff. law for intestacy where the deceased was living applies to determine who inherits his or her tangible personal In the majority of states, if the deceased was married, much of the tangible personal property will go Rather than put your family through this, your best option for dealing with your tangible personal property
- How to Take that First Required Minimum Distribution from an IRA
$170,000 if married and filing jointly, you’ll pay more for Medicare premiums—$170.50 to $389.80 per person each month for Part B premiums and an extra $12.70 to $72.90 per person each month for Part D.
- Exploring Long-Term Care
Before someone reaches the point where total personal care is required for his or her activities of daily Beyond an individual’s personal savings, long-term care insurance is available with many options and
- Tips on Creating a “Life After Me” Document
their family in a heartfelt letter that discusses the things that may have been too difficult to say in person (if you have one); Medical history; Keys or codes to deposit boxes and safes; The location of your personal
- Senior Scams are Serious
fraud happens when a con artist poses as a Medicare or health insurance representative and asks for personal information for a fraudulent invoice; and Internet fraud is where legitimate-looking emails ask for money or personal
- West Virginia Hoping to Keep Medicaid Going
Another 2,536 are eligible for Medicaid because they are low income elderly persons and/or have a physical
- Make a Charitable Donation in Your Will and Watch It Work
Furniture and personal items must go through the probate process.
- Don’t Use Your Will for Business Succession
The federal estate tax exemption is $5.45 million per person this year, plus any state exemption amount
