by George Kozol | Oct 6, 2020 | News
Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have a plan and make your wishes clear. When passing on possessions to your heirs, savings and...
by George Kozol | Oct 6, 2020 | News
No one wants to think about his or her death, but a little preparation in the form of a prepaid funeral contract can be useful. In addition to helping your family after your death, a prepaid funeral contract can be a good way to spend down assets in order to qualify...
by George Kozol | Jul 7, 2020 | News
Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any asset transfers, you need to be aware of the consequences. Congress has established a period of ineligibility for Medicaid for those who transfer...
by George Kozol | Jul 7, 2020 | News
Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children. With the SECURE Act making changes...
by George Kozol | Jul 7, 2020 | News
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an...
by George Kozol | Jul 7, 2020 | News
The Department of Veterans Affairs (VA) has finalized new rules that make it more difficult to qualify for long-term care benefits. The rules establish an asset limit, a look-back period, and asset transfer penalties for claimants applying for VA pension benefits that...
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