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Moses Estate Planning PLLC

When to Consider Medicaid Trusts

Clients who are planning on qualifying for Medicaid in order to pay for long term care should strongly consider establishing a Medicaid Trust. Medicaid Trusts can help protect one's assets from state estate recovery programs, thereby ensuring that your assets go to your beneficiaries, and not back to the state.
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Moses Estate Planning PLLC

Special Needs Trusts

If your child receives needs-based government benefits like SSI or Medicaid, a Special Needs Trust might be an Estate Planning tool to consider.
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Moses Estate Planning PLLC

Proper Funding of a Revocable Living Trust

Funding your Revocable Living Trust is one of the most important aspects of Estate Planning, and the Trust funding process can continue well beyond your Trust signature date. Without proper funding, your Trust may be ineffective as to your specific wishes after you pass away.
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Moses Estate Planning, PLLC

Life is Unpredictable.

Life is unpredictable, and having a Living Will, Advance Health Care Directive, and Health Care Power of Attorney as part of your Estate Plan can help make sure that your medical wishes are honored if you are unable to speak for yourself.
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Moses Estate Planning PLLC

Estate Planning for Young Adults

Whether you are an aspiring entrepreneur, working professional or a college student, starting early with your estate planning can provide you control and peace of mind. Even if you are a younger adult and do not own substantial assets, picking individuals to make health and/or financial decisions for you is very important.
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Moses Estate Planning PLLC

No Contest Clauses

A "No Contest Clause" can be an extremely important part of one's estate planning and aims to discourage family members from challenging or contesting one's revocable living trust or will provisions.
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Moses Estate Planning PLLC

Estate Planning for Blended Families

Estate planning for kiddos from prior marriages can be complicated. The most important thing is making sure the kiddos are taken care of as desired, whether that is equally or unequally, and regardless of which parent the children come from. Here are some tips for estate planning for blended families
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Moses Estate Planning, PLLC

FAQs: What Needs to Be Done When Someone Dies

The passing of a family member can be a difficult and heartbreaking experience for you and your other loved ones. Generally, dealing with the loss is often challenging and unsettling, even if you were prepared for their passing away. In such situations, you may be confused about the next steps to take.
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Moses Estate Planning, PLLC

Disposition of Remains Options and Pre-Paying for Burial Sites

Many individuals find it difficult to plan for their death. Despite the discomfort, making adequate plans regarding your burial and funeral arrangements can save your surviving loved ones a lot of stress when you're gone. The “disposition of remains” is an essential aspect of estate planning that allows you to provide detailed instructions about your preferred final arrangements and what should happen to your remains.
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Moses Estate Planning, PLLC

Dispelling Estate Planning Myths

Most people associate the term “estate planning” with death, which is probably why so many people put off creating an estate plan until they reach a certain age or fall seriously ill.
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