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MAY 2023 NEWSLETTER

TOP STORIES

When Should You Create an Estate Plan?

Even if you are young and do not feel that you have many assets yet, it is always a good time to create your estate plan. 

What is a Testamentary Trust?

Unlike a living trust, which allows for you to access the assets in the trust while you are still living, a testamentary trust goes into effect following your death.

When Should I Include a Pour Over Will in My Estate Plan?

If you wish to maintain control during your lifetime over the assets you place in a trust, you may choose to establish a revocable, or "living" trust – most likely, along with a pour over will.

Limited Power of Attorney in Estate Planning

Powers of attorney that only allow an agent to do certain things are commonly referred to as a limited power of attorney.

Bill Advocates for Seniors Who Seek At-Home Medicaid Care

Seniors who need assistance with certain daily activities are eligible for Medicaid Long-Term Services and Supports. 

What Is Hospice Care at Home?

Hospice care is a type of health care that patients with terminally ill conditions rely on at the end of their lives.

UPCOMING EVENTS

MAY CELEBRATIONS!

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