Menu
» Uncategorized
Can You Use Your Trust Fund To Buy A Home?
October 31st, 2013
Borrowing from a trust can be an alternative to taking a jumbo mortgage, defined as above $417,000 in most markets and $625,500 in some high-price areas such as New York and San Francisco. In some cases, a trust can buy the home outright. A mortgage…
Read More
Read More
Categories: Uncategorized
Share
Keep Your Advance Healthcare Directive Handy
October 30th, 2013
Most of the time, patients who have advance directives — somewhere — and don’t bring them to the hospital have simply left them at home. But lawyers’ offices and safe deposit boxes are also popular locations. All of which are useless if a per…
Read More
Read More
Categories: Uncategorized
Have "The Talk" - Discuss Your Finances With Your Adult Children
October 29th, 2013
Talking to your adult kids about your finances and how you plan to divvy up your money after your death may be one of the most important conversations you'll ever have. But … the majority of families aren't comfortable talking about m…
Read More
Read More
Categories: Uncategorized
Plan Before Alzheimer’s And Dementia Strikes
October 25th, 2013
Plan Before Alzheimer’s And Dementia Strikes "Family members are already on emotional overload—adding a financial and legal decision aspect to what they're already going through is enormous," said Carol Steinberg, president of Alzh…
Read More
Read More
Categories: Uncategorized
Medicare Enrollment Now Open
October 24th, 2013
Medicare’s open enrollment season begins Tuesday October 15. Making the right choices might save you, or your parents, hundreds or thousands of dollars. Medicare open enrollment period began as of October 15, and beneficiaries have until December 7…
Read More
Read More
Categories: Uncategorized
Inheritance With A Required Family Reunion
October 23rd, 2013
Before he died in 2010, at the age of 90, Albert made out a will – with a clause. Which brings us back to the Ravenholt family reunion. To receive their share of Albert's wealth, his nieces and nephews are required to attend … Just a…
Read More
Read More
Categories: Uncategorized
Plan Before Alzheimer’s And Dementia Strikes in Ann Arbor
October 22nd, 2013
"Family members are already on emotional overload—adding a financial and legal decision aspect to what they're already going through is enormous," said Carol Steinberg, president of Alzheimer's Foundation of America, a national…
Read More
Read More
Categories: Uncategorized
Sudden Wealth Needs Protection
October 21st, 2013
Sudden wealth can be a life-changing experience that can improve your life and the lives of those around you, but only if you keep it. Those with more assets are bigger targets for lawsuits. Don’t let your sudden wealth suddenly get stripped from y…
Read More
Read More
Categories: Uncategorized
Medicaid Benefits Impacted When The Recipient's Spouse Passes First
October 18th, 2013
The death of a Medicaid recipient's spouse can affect the amount of assets the Medicaid recipient has, and therefore his Medicaid eligibility. Scenario: One spouse, the institutional spouse, is in a nursing home and is qualified to receive Medic…
Read More
Read More
Categories: Uncategorized
Don't Forget To Plan For Your Digital Assets
October 17th, 2013
… Even people who think they've ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their dig…
Read More
Read More
Categories: Uncategorized
Services
Submit to Schedule an Estate Planning Consultation
