Frequently Asked Questions
Disability Planning
Q: UNDER WHAT CIRCUMSTANCES WOULD I NEED TO GIVE SOMEONE POWER OF ATTORNEY?
Q: WHAT IS A DURABLE POWER OF ATTORNEY?
Q: HOW CAN I MAKE SURE MY WISHES ARE CARRIED OUT IF I AM EVER UNABLE TO MAKE DECISIONS MYSELF?
Estate Planning
Q: ISN’T ESTATE PLANNING FOR THE ELDERLY OR THE ULTRA WEALTHY?
Q: DO I NEED TO TAKE ANY SPECIAL CONSIDERATIONS TO PROTECT MY FIREARMS COLLECTION WHEN I PASS?
Q: WHAT ARE MY OPTIONS FOR MINIMIZING MY FEDERAL ESTATE TAX?
Q: I OWN A BUSINESS BUT WON’T BE AROUND FOREVER. HOW DO I PLAN FOFR ITS FUTURE WITHOUT ME?
Q: MY CHILD HAS A DISABILITY. HOW CAN I MAKE SURE THEY ARE TAKEN CARE OF AFTER I’M GONE?
Q: HOW CAN I AVOID A LONG, COMPLEX PROBATE PROCESS?
Q: IS THERE A WAY TO PROTECT AN INHERITANCE SO MY CHILD DOESN’T LOSE HALF IN A FUTURE DIVORCE?
Q: HOW OFTEN SHOULD MY ESTATE PLAN BE UPDATED?
Q: WHAT FACTORS SHOULD I CONSIDER WHILE NAMING A LONG-TERM GUARDIAN FOR MY MINOR CHILDREN?
Q: WHAT ARE THERE SOME OF THE MOST EFFECTIVE ESTATE PLANNING STRATEGIES FOR ASSET PRESERVATION?
Q: SHOULD I TRY TO AVOID PROBATE IF POSSIBLE?
Q: I’M WORRIED SOMEONE WILL MAKE AN ILLEGITIMATE CLAIM TO MY ESTATE. HOW CAN I AVOID THIS?
Q: WHAT IS THE BEST WAY TO TAKE OWNERSHIP OF REAL ESTATE I TEND TO PASS ON TO MY HEIRS?
Q: HOW CAN I ENSURE THAT MY MINOR CHILDREN ARE PROTECTED SHOULD SOMETHING HAPPEN TO ME?
Q: I’M CONCERNED THAT MY CHILDREN MAY WASTE THEIR INHERITANCE. CAN THIS MONEY BE PROTECTED?
Gun Trusts
Q: DO I NEED TO TAKE ANY SPECIAL CONSIDERATIONS TO PROTECT MY FIREARMS WHEN I PASS?
Probate
Q: IS PROBATE AN EXPENSIVE PROCESS?
Q: WHAT ARE SOME OF THE MOST COMMON CAUSES OF WILL CONTESTS?
Q: WHAT ARE THE STEPS OF THE PROBATE PROCESS?
Q: PROBATE PROCESS: THE INVENTORY
Q: PROBATE PROCESS: MAKING DISTRIBUTIONS TO BENEFICIARIES
Q: WHAT HAPPENS IF I DON’T HAVE A WILL?
Q: IF A PERSON DIES WITHOUT A WILL WHO WILL INHERIT THEIR ASSETS?
Q: ARE THERE ANY ASSETS THAT ARE NOT REQUIRED TO PASS THROUGH PROBATE?
Q: WILL MY FAMILY BE RESPONSIBLE FOR MY DEBTS WHEN I DIE?
Q: A FAMILY MEMBER DIED AND DIDN’T LEAVE A WILL WHAT DO WE DO?
Q: HOW CAN I AVOID A LONG, COMPLEX PROBATE PROCESS?
Trusts
Q: WHAT ARE THE KEY DIFFERENCES BETWEEN A REVOCABLE AND IRREVOCABLE TRUST?
Q: IS THERE A WAY TO MODIFY OR TERMINATE AN IRREVOCABLE TRUST?
Q: WHAT FACTORS SHOULD I CONSIDER IN NAMING A TRUSTEE?
Q: WHAT IS A STANDALONE RETIREMENT TRUST, AND WHY MIGHT I NEED ONE?
Q: WHAT ARE THE BENEFITS OF A LIVING TRUST?
Q: I HAVE A LIVING TRUST THAT WAS DRAFTED PRIOR TO 2013. WHY SHOULD I HAVE IT REVIEWED?
Q: SHOULD I HAVE A LIVING TRUST?
Wills
Q: WHAT ARE SOME OF THE MOST COMMON CAUSES OF WILL CONTESTS?
Q: WHERE SHOULD AN ORIGINAL WILL BE KEPT?
Q: WHAT HAPPEN IF I DON’T HAVE A WILL?
Q: WHO SHOULD I NAME AS THE EXECUTOR OF MY ESTATE?
Q; DO MY AND SPOUSE AND I EACH NEED A SEPARATE WILL?
Q: CAN I CREATE A WILL BY MYSELF?
Medicaid Planning
Q: WHAT IS A MEDICAID PLANNING TRUST?
Q: WHAT IS THE FIVE (5) YEAR LOOK BACK PERIOD?
Q: HOW DO I USE MEDICAID PLANNING FOR NURSING HOME CARE?
Q: HOW CAN AN ATTORNEY HELP ME WITH MEDICAID PLANNING?
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