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Starting Off on The Right Foot with a Solid Business Succession Plan

Starting Off on The Right Foot with a Solid Business Succession Plan

by Deliberato Law Center | Jan 10, 2022 | blog, Business succession, Estate Planning Education, Uncategorized

Succession planning rarely tops the list of a business owner’s priorities. After all, managing daily tasks and making it to month’s end doesn’t often leave time for issues that aren’t of immediate concern. Here’s the thing, though: a succession plan is of immediate...
What is the Medicaid Look-Back Period?

What is the Medicaid Look-Back Period?

by Deliberato Law Center | Jan 5, 2022 | blog, Estate Planning Education, Medicaid, Uncategorized

Medicaid can pay for the long-term institutional care of individuals who meet certain income and asset requirements. However, if the applicant’s assets and income exceed these limits, he or she may not qualify for Medicaid assistance until the limits are met. Given...
The Most Thoughtful Gift: Medical & Financial Safety for Your Newly 18-Year-Old Children

The Most Thoughtful Gift: Medical & Financial Safety for Your Newly 18-Year-Old Children

by Deliberato Law Center | Dec 16, 2021 | blog, Estate Planning Education, Uncategorized

With the holiday season in full swing and with Christmas right around the corner, the pressure of finding that perfect gift for loved ones is growing. While an estate plan might not make your newly 18-year-old child light up like the newest version iPhone, the...
How to Talk to Your Parents About Estate Planning

How to Talk to Your Parents About Estate Planning

by Deliberato Law Center | Dec 10, 2021 | blog, Estate Planning Education, Uncategorized

As fall ticks over into winter and Christmas music begins to dominate the airwaves many folks are looking forward to finally sharing holiday time with family. Last year many gatherings were put off or limited to small groups out of necessary precaution and so this...
The Goals and Benefits of a Spendthrift Trust

The Goals and Benefits of a Spendthrift Trust

by Deliberato Law Center | Dec 3, 2021 | blog, Estate Planning Education, Probate, Uncategorized

Typically used to prevent a beneficiary from receiving his or her inheritance all at once is known as a spendthrift trust. A grantor, the person who creates the trust, may want to consider this approach for several reasons. The most apparent reason is that the grantor...
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