Medicaid Planning 101 By Cristin Gerczak, Esq. June 23, 2023 What is Medicaid? Medicaid is a government program that assists in paying for medical and long-term care expenses for qualified individuals. It is a shared federal and state government program. Medicaid is...
Life Insurance: The Oft-Forgotten Tool in Your Estate Planning Tool Belt Estate planning can be complicated. After all, you must consider wills, trusts, powers of attorney, and how to avoid probate years in advance if you want to do it right. But many people overlook...
Should I consider life insurance during the estate planning process? Life insurance is a fantastic vehicle that overlaps both estate planning as well as financial planning. Specifically, it touches upon the subjects of estate tax liability, wealth transfer,...
5 Reasons Why Life Insurance Should Be in Your Estate Plan By: Barry E. Haimo, Esq. October 10, 2013 Assets can be tangible property, such as cash, cars, stocks and bonds, computers, stamp collections, jewelry and your 60 inch flat screen television. They can...
5 Mistakes to Avoid in Connection With Your Life Insurance Policy or Policies Life insurance represents a fantastic tool for most people to utilize in planning their estates. It’s very helpful in tax planning because it offers a way to leverage your money...
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