Avoiding Inheritance Mistakes
When a loved one passes away, dealing with the death and receiving an inheritance is an emotional time. The loss of a loved one is sad, but the influx of funds can bring joy or relief. It can be hard…
Planning Ahead is Crucial for Inheritances and Medicaid
Mistakes can be made when it comes to inheritances and Medicaid. Those mistakes can be costly. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully to…
The Pitfalls of Beneficiary Designations
It’s a common misunderstanding that leaving your property to your heirs is a simple process. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you…