by Deliberato Law Center | Oct 9, 2025 | blog, Credit Card Debt, Estate Planning
You’ve worked hard to secure your legacy throughout your life, but there’s one thing that can throw a wrench into your carefully-laid plans: credit card debt. If you are running a large balance on one or more credit cards, the debt can pass on to your heirs and...
by Deliberato Law Center | Jun 20, 2025 | blog, Estate Planning, Estate Planning Education, Medicaid
The Medicaid 5-Year Look Back can be intimidating, but with proper planning and a little education, you can learn how you can avoid being penalized. Your daughter got married recently, and you’d been saving up for that big day for years. With all the excitement, you...
by Deliberato Law Center | Apr 25, 2025 | blog, Estate Planning
Key Takeaways: Avoid Probate: Assets in a revocable living trust bypass the probate process, ensuring a quicker and more private distribution to beneficiaries. Maintain Privacy: Unlike wills, which become public record during probate, trusts remain private, keeping...
by Deliberato Law Center | Mar 3, 2025 | blog, Estate Planning, Estate Planning Education
The following article is dealing with gift tax issues and not Medicaid issues. For Medicaid transfers, any transfer over $500 is looked at as an improper transfer. Before making any gifts, you should consult with your attorney. You’ve worked hard for all you’ve...
by Deliberato Law Center | Feb 12, 2025 | blog, Estate Planning, Probate
Most people think estate planning is only for the elderly or the super-wealthy. But the truth is, if you have a pet, kids, a bank account, or even just preferences for your medical care, you need an estate plan. So why don’t young adults start future planning...
Recent Comments