When you’re deciding how your assets should be divided at death, sometimes dividing them equally is the appropriate choice. But, sometimes it’s not. Fair isn’t always equal or vice versa. Read on to learn more, including how to avoid a challenge if you choose an unequal division among your children. by Steve Hartnett When deciding how to split your assets among your children at death, there are many different factors to consider. Equality is certainly one of those factors. But it’s … [Read more...] about Fair Isn’t Always Equal and Vice Versa
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Leaving Assets Can Be Tricky – Part 3
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. July 28, 2020 by Steve Hartnett 0 Comments Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. In fact, maybe you grew up in a very impoverished, oppressed … [Read more...] about Leaving Assets Can Be Tricky – Part 3
Leaving Assets Can Be Tricky – Part 2
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. July 21, 2020 by Steve Hartnett Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. In fact, maybe you grew up in a very impoverished, oppressed community. Now you (and your spouse if you’re married) have accumulated enough so you’re … [Read more...] about Leaving Assets Can Be Tricky – Part 2
Leaving Assets Can Be Tricky
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. July 14, 2020 by Steve Hartnett Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. Maybe you even grew up in a very impoverished, oppressed community. Now you (and your spouse if you’re married) have accumulated enough so you’re comfortable. … [Read more...] about Leaving Assets Can Be Tricky
Do You Have to Impoverish Yourself to Qualify for Medicaid?
Medicaid is a joint federal/state government administered health insurance program for people with financial need. Most people who have worked for a significant period of time are going to qualify for Medicare when they are senior citizens. The majority of them have some resources. Because of this they wouldn't qualify for Medicaid. Therefore, you may assume that Medicaid is really not relevant to most senior citizens. … [Read more...] about Do You Have to Impoverish Yourself to Qualify for Medicaid?
Why Would Medicaid Planning Be Important to Me?
You may have heard that Medicaid is important to many senior citizens. This can be confusing. If you have paid taxes while working all of your life, you may wonder why Medicaid would be important to you. After all, you are going to be eligible for Medicare when you reach the age of 65. … [Read more...] about Why Would Medicaid Planning Be Important to Me?
