Establishing an estate plan is a significant step toward taking care of your loved ones and having your wishes respected after your death. However, creating an estate plan is not a one-time event. Life's unpredictability means circumstances can change over time, and...
Protecting Your Wealth One Piece At A Time
Month: June 2023
Going over the Medicaid Estate Recovery program
When creating or modifying an estate plan, it is crucial to have a clear understanding of your unique circumstances and how they could affect your assets. For example, if you receive certain services from Medicaid, the program could seek repayment following your...
Estate plans: Not just for older individuals
Many people mistakenly believe that estate planning is only necessary for older individuals. However, estate planning plays a crucial role in the lives of individuals at all ages and stages of life, regardless of wealth. An estate plan serves as a roadmap for asset...
David A. Straus is the author or co-author of many publications.
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‘Planning In Turbulent Times’