Do IRAs affect Medicaid eligibility?
With proper Medicaid planning, IRAs can be considered exempt for Medicaid eligibility. This means that the money in an IRA does not need to be spent in order for someone to qualify for Medicaid [...]
Compiling Digital Asset Account Access Information
Use this digital asset inventory template to keep track of all of your important usernames and passwords for your digital fiduciary or personal representative. You should designate who you [...]
Appointing a Digital Fiduciary
When planning for the transfer of your digital assets, you should be sure the person given the power to access and disperse information from your digital accounts is technologically [...]
How can I plan to transfer my digital assets after I die?
To ensure that your digital assets are protected and dealt with as you desire after death, be sure to compile all usernames and passwords for online subscriptions and accounts in a secure [...]
What happens to my digital assets after death?
Digital assets such as online bill pay accounts, online investment management accounts, personal records, digital movies, books, games, airline rewards points, and photos must be accounted for in [...]
What is Considered Financial Exploitation of an Elderly Person under Florida’s New Elder Exploitation Laws?
Legal protections for Florida’s elderly residents from financial exploitation were strengthened by a new law, effective October 1st, 2014. This new law defines exploitation as occurring when 1) [...]
How can I ensure my medical treatment wishes will be honored
An essential part of estate planning is setting up clear instructions for loved ones about your wishes with regard to medical treatment. It is incorrect to believe that a Last Will & [...]
How can I set up charitable giving to be a part of my estate?
We can help you set up a charitable giving plan to ensure you can continue to utilize and increase your money during your lifetime and later provide support to charities of your choice. Some of [...]
