Am I Getting All the Social Security Benefits I Can?

dementia planning

Money Talks News’ recent article entitled “7 Social Security Benefits You May Be Overlooking” says that the Social Security Administration provides payments to spouses, children and those with disabilities, among others. Let’s look at this in detail. Spousal benefits via a husband or wife. Spouses can get up to half of their husband’s or wife’s…

What Can a Trust Do for Me and My Family?

trust assets

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

What’s a Medicaid Annuity?

medicaid annuity

It’s not uncommon for older couples to reach a point when nursing home care is needed for one spouse — and the cost isn’t something they were prepared for.

What Should Not Be Included in Trust?

dynasty trust

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.

Why Should I Have a Living Will?

parents estate plan

As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.