by Deliberato Law Center | Jan 25, 2023 | blog, Estate Planning, wills and trusts
Tis the season of giving and gifting, but should everyone on your list receive the same gift? You weigh different factors, and think about their needs, but what is the right choice? If you have more than one child, you should be asking yourself the same questions as...
by Deliberato Law Center | Jan 3, 2023 | blog, Estate Planning, Estate Planning Education
Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement? The good news is that more than 20 million people in the...
by Deliberato Law Center | Nov 30, 2022 | blog, Estate Planning, Estate Planning Education
A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which directs how your property will be distributed to beneficiaries, a pour-over will states that assets not funded into your revocable...
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....
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...
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