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If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes

If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes

by Deliberato Law Center | Oct 27, 2022 | blog, Estate Planning, Estate Planning Education

Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights....
Spot Early Signs of Dementia and How to Ensure Their Assets are Protected.

Spot Early Signs of Dementia and How to Ensure Their Assets are Protected.

by Deliberato Law Center | Oct 17, 2022 | blog, Elder Law, Estate Planning, Medicaid

An estate plan is more than just preparing for death, it also provides disability protection through what is called special needs planning. This can help your family be protected if you ever become unable to care for yourself, pay your bills or manage your own...
The Importance of Passing Down Financial Knowledge

The Importance of Passing Down Financial Knowledge

by Deliberato Law Center | Oct 4, 2022 | blog, Estate Planning, Estate Planning Education

Nothing about parenting is easy and yet, with at least most of the skills you need to role model, you have personal experience to draw on. You know a thing or two about communication, the importance of staying active, balanced eating, etc. from your own life...
The Benefits of Putting Your IRA Into a Trust

The Benefits of Putting Your IRA Into a Trust

by Deliberato Law Center | Sep 28, 2022 | blog, Estate Planning, Estate Planning Education

An IRA Trust can help you control distributions after you pass away and restrict access to beneficiaries who might squander the funds of your IRA. How does an IRA Trust accomplish this? Let’s say your IRA is left directly to your beneficiaries outside of a trust. In...
Where and How to Securely Store an Estate Plan 

Where and How to Securely Store an Estate Plan 

by Deliberato Law Center | Sep 16, 2022 | blog, Estate Planning, Estate Planning Education

An estate plan enables you to make sure that your assets are distributed to the people and organizations in the manner you intend after you are gone. Once your estate plan is in place, there are a number of important documents that need to be kept in a safe place but...
The Top 3 Estate Planning Considerations Most People Overlook

The Top 3 Estate Planning Considerations Most People Overlook

by Deliberato Law Center | Sep 5, 2022 | blog, Estate Planning

According to global experts, the pandemic has irreversibly impacted the world’s population. The whole globe is heading toward a population crisis, and the pandemic has shown no signs of stopping as it continues to mutate into new variants. In such uncertain times,...
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Recent Posts

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  • The Medicaid 5-year Look Back & How to Avoid Being Penalized
  • Why a Revocable Living Trust is Essential for Your Estate Plan

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