Almost anyone who assumes a position of trust in managing someone else's finances, such as an attorney, accountant or financial planner, is a fiduciary. Executors of estates are also fiduciaries. Executors of estates have multiple responsibilities, all of which aim...
Caring For You In The Long Term
Month: May 2021
Reasons to challenge the validity of a loved one’s will
The death of a family member can represent a challenging time for heirs and surviving loved ones. Unfortunately, the situation can become emotionally charged when one or more individuals believe the will to be invalid. When this happens, it is wise to understand your...
Preventing the common estate issues that hurt blended families
Divorce and subsequent remarriage have become incredibly commonplace. Blended families are no longer unusual but part of mainstream American culture. However, they still have special legal considerations that you shouldn't ignore. You probably reviewed your estate...
Options for preserving your Medicaid eligibility
There are a variety of circumstances that may warrant someone becoming a Medicaid recipient. Individuals with lower incomes or disabilities often rely on this government-subsidized insurance coverage for their basic medical care or nursing home costs. These recipients...