FAITH, FAMILY, AND THE FARM
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Orange City Estate Planning Blog

4 Financial Effects After a Spouse’s Death

The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences.

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How to Handle Finances after Spouse Dies

The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences. Some of them are fairly straightforward, while others can be tricky.

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Will Medicaid Estate Recovery Come after Me?

Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.

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estate planning

What Happens to My Mortgage When I Die?

Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.

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When Can You Contest a Will?

The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.

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