by Sheryl Manning | Sep 28, 2023 | Estate Planning
The wealthy aren’t the only ones who use trusts. Rather than focusing on wealth, they serve a variety of purposes and solve specific problems. Do you want to keep your affairs private and stay out of probate court? Do you have a blended family? Do you want to...
by Sheryl Manning | Sep 14, 2023 | Elder Law, Estate Planning
Before seeking medical care, imagine if you were ill and had to decide if you could afford it. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity. About half of US adults have gone without or delayed medical...
by Sheryl Manning | Aug 17, 2023 | Estate Planning, Probate
The purpose of probate court is to verify the validity of a will and to ensure that an executor handles the decedent’s assets, debts, and final tax filings in accordance with the decedent’s wishes and the law. To begin probate, a personal representative or...
by Sheryl Manning | Aug 10, 2023 | Estate Planning
The number of Americans who are widowed or divorced has reached record levels, causing new partnerships to form among older Americans. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their...
by Sheryl Manning | Jul 27, 2023 | Estate Planning
Most young parents have no thoughts of dying or becoming seriously ill or injured. As unlikely as such a serious event is when we are young, it is a possibility. This is why we pay for medical insurance, disability insurance, and life insurance. Even though many young...
by Sheryl Manning | Jul 20, 2023 | Estate Planning, Special Needs Planning
The transfer of assets for the benefit of a child with special needs requires careful planning to protect their needs-based government benefits. It is also important to protect those assets against later claims after your death and, in some cases, during your...
