During the purchase of a timeshare in a holiday resort, the resort agent recommended that Mom and Dad sign a deed leaving the share to their children so that after their passing, the children could continue to enjoy it. It… Read more »
Month: September 2022
Making Your Family Aware of Your Estate Plans and Goals
You need a comprehensive estate plan to make sure wealth is transferred successfully to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and… Read more »
The Decision of Whether or Not to Continue Working After Retirement
Think about a podiatrist or shoe repair service that you visit. It is likely that the business owners or service providers are older than 55. You are witnessing what the statistics show. Older workers dominate some professions. In addition, more… Read more »
Gifts and Medicaid Planning
It is not a good idea for someone who may need Medicaid assistance in the near future to be giving gifts. This can be sad if that person gets joy out of generosity. But gifts in that situation can turn… Read more »