FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

What’s a Medicaid Annuity?

It’s not uncommon for older couples to reach a point when nursing home care is needed for one spouse — and the cost isn’t something they were prepared for.

Read More »

Why Should I Have a Living Will?

As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.

Read More »

What’s a QTIP Trust?

Creating a trust as part of an estate plan can help protect assets and ensure your financial legacy is preserved. If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.

Read More »

What’s ‘Brain Fog’?

Researchers are trying to unravel why some COVID-19 survivors suffer “brain fog” and other problems that can last for months, and new findings suggest some worrisome overlaps with Alzheimer’s disease.

Read More »

What Is the HEMS Standard?

The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.

Read More »
Search
Join Our eNewsletter