Tag Archives: The Villages Estate Planning Lawyer
Designating A Person To Make Decisions For You In The Event Of Incapacitation
Part of making a comprehensive estate plan is ensuring that you designate trusted people who can make certain key decisions for you when you are incapacitated and unable to make the decisions for yourself. These decisions can be made on issues affecting your general legal, financial, and even medical affairs. There are different ways… Read More »
Veterans’ Benefits And Daily Assistance For Spouses
Benefits for veterans who require assistance with daily activities are available to those who meet the basic requirements for aid and attendance benefits. Aid and attendance benefits are added to a monthly veteran’s pension amount, and cannot be applied for or received separately from the pension. A qualifying veteran can use the aid and… Read More »
How Your Estate Is Distributed If You Die Without A Will
It is sometimes said that by failing to plan, a person is planning to fail. This is often the case when a person dies intestate and his estate is divided up without regard to what the person would have wanted. Making a will does not always have to be a complicated or even expensive… Read More »
Select Ways To Transfer Real Estate Property Without Going Through Probate
Sometimes when two or more people co-own real estate property they want to ensure that if one of them passes, the other owner’s’ property interests are protected, and any transfer of property rights is done in a simplified way that avoids probate court. Choosing the right type of conveyance for your heirs can be… Read More »
Looking Beyond The Changes To Social Security
For a long time, double claiming of Social Security benefits by married couples has been a way for a couple to increase the amount of benefits available to them in retirement. However, the opportunity to take advantage of this method of claiming came to an end last year as changes to federal law impacted… Read More »
Financial Planning When Applying For A VA Pension
Although there are debates on whether pensions are better than other retirement plans offered to workers, the safety of a well-funded government pension cannot be understated. Most pensions are structured in such a way as to be available to workers who paid into the retirement system over a period of time, and remained employed… Read More »
Durable Power of Attorney
A durable power of attorney is an important part of an estate plan. In general, a power of attorney is a legal document where one person designates another person to have the legal ability to make certain decisions for them and to participate in certain transactions on their behalf. The person who is the… Read More »
Things to Consider Before Writing Your Will
It may be difficult to think about death, but it is important for your sake and the sake of your loved ones to prepare for that eventuality by making a comprehensive estate plan that may include a will. However, there are some things that you should think about before sitting down to write your… Read More »
Professional Trust Administrators
If you are planning your estate, chances are it will include at least one trust. In order to create a trust, a grantor must name a trustee. Trustees perform many functions, including the administration of trusts. However, in this article “trust administrator” and “trustee” are used interchangeably. Sometimes a grantor will want to name… Read More »
Frequently Asked Questions About Special Needs Trusts
Special needs trusts are an important estate planning tool for people who have disabled relatives or other loved ones. However, people often have many questions about these trusts. Indeed, it is important to remember that every person’s situation is unique, and to get the most accurate answers for your situation you should talk to… Read More »
