RETIREMENT ASSETS
Q. Can I pass my retirement assets by will? A. Maybe, but are you sure you want to? If you are talking about a pension probably not because it is governed by a contract and very likely federal laws. Distribution…
July 2018
MISTAKES IN WILLS
Q. What mistakes should a person avoid when doing a will? A. I have chosen the five[i] following mistakes to avoid. NOT HAVING A WILL IN THE FIRST PLACE IS A BIG MISTAKE PEOPLE MAKE. They think they have nothing…
MEDICAID APPLICATION SELF HELP
Q. Should I complete a Medicaid application for my Mother on my own? A. It depends. Often relatives are able to fill out the forms and pull together 90% to 100% of what Medicaid needs without any help. I encourage…
FRAUDULENT TRANSFERS
Q. My mother has some fault in a small car accident. I’m concerned that she doesn’t have enough car insurance and think she should place her life savings beyond the reach of a lawsuit. Your thoughts? A. Your Mother’s insurance…