Michael Pirron called John Hancock to ask about the care options covered by his parents’ long term care insurance policies. Their answer was, essentially, “What policies?” The policies had lapsed eight months earlier, and it was too late to send in the past due amount and get them reinstated.
Posts Categorized: Estate Planning
Can Family Wealth Go On For Generations?
Elite families passing their wealth from generation to generation does not just happen. Evidence suggests that it is the exception rather than the rule.
Life Estate: One Way To Pass On The Family Home
A life estate is a deed that entitles you to remain in your home for the rest of your life and allows your designated heirs to inherit it without the hassle of probate-court proceedings when you die.
Just When You Started to Have Some Peace of Mind, The Bill Rolls in
Could you be legally liable for paying for your parents’ care?
ObamaCare and Estate Recovery – Another Government Property Grab?
Watch out. Big Brother may be coming for the family homestead.
Protect Your Beloved Pet With A “Pet Trust”
Estate planning can extend to your non-human family members too.
Do any of your children have four legs?
Planning for your Pomeranian can be perplexing.
Year-End Giving: What, How, And Why
Donors give — and give more — when they are confident that their gifts will make a real difference.
What is the deal with the estate tax?
What you don’t know can take a nasty bite out of your estate.
What is a trust?
Trusts are tools that help you accomplish your objectives.