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A Will Only Gets You Halfway to an Estate Plan (If That…)

A Will Only Gets You Halfway to an Estate Plan (If That…)

by Deliberato Law Center | Oct 24, 2019 | Estate Planning Education, Uncategorized

Stunning as it sounds, nearly two-thirds of people in the U.S. have no estate plan of any kind. Countless more merely have a will, getting them only halfway to a complete plan…if that. Wills serve an essential purpose, yes; they instruct guardianship guidelines and...
Not All is Fair in Love and Estate Planning

Not All is Fair in Love and Estate Planning

by Deliberato Law Center | Oct 2, 2019 | Estate Planning Education, Uncategorized

In the world of estate planning, it’s never quite as simple as “fair is fair.” After all, not everyone assesses value on the same terms, and the needs of those involved are never uniform. If multiple children are involved in the distribution of your estate, the...
5 Things to Add to Your Bucket List

5 Things to Add to Your Bucket List

by Deliberato Law Center | Sep 26, 2019 | Estate Planning Education, Uncategorized

When you reach your mid-50s, that creeping thought will start to enter your mind: what happens after I pass away? However, according to a study done by Merrill Lynch and Age Wave, 45% of people 55 and older don’t have a will. Furthermore, 18% have only two...
Estate Planning for Unmarried Couples

Estate Planning for Unmarried Couples

by Deliberato Law Center | Sep 11, 2019 | Estate Planning Education, Uncategorized

Between 2007 and 2016, the number of unmarried couples, aged 50 and over, who are living together shot up by 75 percent. It could be that many of these people have already gone through a divorce and didn’t want to go through the hassle of getting married a...
The Dos and Don’ts of Spending Down Assets for Medicaid Qualification

The Dos and Don’ts of Spending Down Assets for Medicaid Qualification

by Deliberato Law Center | Aug 26, 2019 | Estate Planning Education, Medicaid, Uncategorized

In order to qualify for Medicaid coverage, there are many rules and regulations for applicants, many of which incentivize applicants to spend down their assets in order to meet Medicaid qualifications. This is called a Medicaid spend down, and there are several dos...
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