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HOW DOES A PERSONAL PROPERTY MEMORANDUM WORK?
A Personal Property Memorandum is a separate writing in either your own hand or one typed and signed by the testator and two disinterested witnesses…
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MY MOTHER WAS THE WIDOW OF A VETERAN FOR MANY YEARS AND RAISED US CHILDREN ALONE.
Several years ago she remarried. Is she entitled to any pension assistance now that she needs assisted living? The pension eligibility criteria for surviving spouses…
IF A VETERAN IS WELL CAN THE SPOUSE GET AID AND ATTENDANCE BENEFITS TO HELP WITH HOME OR ASSISTED LIVING CARE?
The short answer is no. While the Veteran is living the claim is technically his and based on his health. However there is a very…
WHAT LONG TERM CARE PLANNING TIPS CAN YOU PASS ALONG?
I got a lot of phone calls about long term care planning after an article on Medicaid planning I ran a month or so ago.…
FIVE PLANNING POINTERS FOR PARENTS WITH DISABLED CHILDREN
1. Buy enough life insurance. A parent is irreplaceable. However, someone will have to fill in. It may be siblings or other relatives. In all likelihood,…
SC HOMESTEAD EXEMPTION PROGRAM
The Homestead Exemption provides tax relief to South Carolinians who are age sixty-five or older, blind, or disabled. In order to qualify you must: 1.…
SSA/SSI DISABILITY UPDATE
BACKLOGS As many of our clients know, there are tremendous backlogs on Social Security and SSI claims such that a disability appeal at the administrative…
IS A LEGACY DIFFERENT FROM AN ESTATE?
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s…
THE FIRST STEPS TO TAKE AFTER A DEATH
Death is a part of life – but for the surviving family it is a time of stress, both emotional coping with loss and knowing…
I HAVE A GRANDSON THAT STANDS TO INHERIT A LOT OF MONEY BY THE TIME HE TURNS 18.
I think that is too young to have access to hundreds of thousands of dollars. Since he is my potential heir as well, will a…