Monthly Archives: December 2022
The Place Holder Estate Plan
Nothing is sweeter than a moment of idleness that you know you can afford. By contrast, when you procrastinate certain unpleasant tasks because the thought of doing them stresses you out, the whole process only increases your stress levels. Estate planning is eminently easy to stress about and even easier to procrastinate. No one… Read More »
Are You In Compliance With Your Fiduciary Duty As Personal Representative Of An Estate?
A lot of people feel honored when they hear that a family member’s will contains a provision for the person to be appointed as person representative of the testator’s estate. Acting as personal representative of a family member’s estate can seem like an act of love, and people gladly take on the responsibility as… Read More »
Should You Be Afraid Of Medicaid Estate Recovery?
Estate planning lawyers often warn you not to outlive your savings, but what is the worst that can happen if you do? You will not be able to enjoy the trappings of retirement like people with robust retirement savings can, but you will not be without food and shelter. You will still get Social… Read More »
Does Selling Your Small Business Count As A Retirement Plan?
If you believe the histrionic news reports and the snarky listicles on social media, all the Baby Boomers retired at age 65 from corporate jobs and rode off into the sunset toward their houses with paid off mortgages and their retirement pensions and savings accounts that would enable them to lounge on the beach… Read More »
