Medicaid

Estate Planning Attorneys – Keys to working with a Certified Notary Trust Delivery Agent

As a busy estate planner, you may struggle with the challenge of not being able to be in multiple locations at once when it comes to notarizing your clients’ trust documents.  As you know, notarization plays a crucial role in finalizing legal documents and ensuring that they are valid and binding. By working with a […]

Estate Planning Attorneys – Keys to working with a Certified Notary Trust Delivery Agent Read More »

Not having an estate plan in place can lead to complications

Not having an estate plan in place can lead to several complications and issues for your loved ones and your assets after your death. Here are some key consequences: Intestacy Laws Apply: Distribution of Assets: If you die without a will (intestate), your state’s intestacy laws will determine how your assets are distributed. This often

Not having an estate plan in place can lead to complications Read More »

5 Signs Its Time to Update Your Estate Plan: How Changes in Family Circumstances Can Impact Your Legacy

Is your estate plan up to date? Learn how changes in family circumstances can affect your legacy for generations to come. Image courtesy of Curtis Adams via Pexels Table of Contents Changes in Family Circumstances Changes in Financial Situation Changes in Health Status Changes in Laws and Regulations Desire for Charitable Giving Conclusion Creating an

5 Signs Its Time to Update Your Estate Plan: How Changes in Family Circumstances Can Impact Your Legacy Read More »

Beyond the Will: Planning for Incapacity in Your Estate Plan

Unlock the secrets to estate planning beyond the will: Discover how to plan for incapacity and protect your legacy now. Image courtesy of Valentin Antonucci via Pexels Table of Contents Understanding Documents for Incapacity Planning Designating a Trusted Individual Benefits of Planning for Incapacity Hey there, friends! When we talk about estate planning, our minds

Beyond the Will: Planning for Incapacity in Your Estate Plan Read More »