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5 THINGS YOU MAY NOT HAVE CONSIDERED ESTATE PLANNING WHEN REMARRIED-CaseyandLundregan

5 Things You May Not Have Considered Estate Planning When Remarried

June 5, 2017

In second marriages the complications and challenges created by blended families multiply. Getting married for a second time is fairly common. But the financial and estate planning issues that result…

3 WAYS TO ESTATE PLAN WHEN REMARRIED-CaseyandLundregan

3 Ways To Estate Plan When Remarried

June 5, 2017

If you follow some simple steps, you can come up with a plan that meets everyone’s needs. Method 1 – Determining Your Goals And Priorities 1. Get tax savings. Good…

13 MISCONCEPTIONS ABOUT NURSING HOMES AND YOUR ASSETS-CaseyandLundregan

13 Misconceptions About Nursing Homes And Your Assets

June 5, 2017

Knowing the truth about the following misconceptions could be highly beneficial and educating on your or your family member’s situation… Misconception No. 1: “If I Put My Assets In Joint…

6 Steps To Protecting Your Assets From Nursing Home Care Costs-CaseyandLundregan

6 Steps To Protecting Your Assets From Nursing Home Care Costs

June 5, 2017

This is a must read if you or a loved one is worried about nursing home care costs and the government… STEP 1: Give Monetary Gifts To Your Loved Ones…

LIVING TRUSTS TODAY DON’T USUALLY PROTECT YOUR ASSETS FROM NURSING HOME COSTS-CaseyandLundregan

Living Trusts Today Don’t Usually Protect Your Assets From Nursing Home Costs

June 5, 2017

Most trusts, even irrevocable ones, no longer work to qualify an individual for Medicaid… Individuals who have assets in excess of the allowable Medicaid limits have limited options today when…

Estate Planning For A Child With Disabilities-CaseyandLundregan

Estate Planning For A Child With Disabilties? This Is What You Need To Do…

June 5, 2017

This post will tell you what you should be doing and what you definitely shouldn’t be doing… Parents want their estates utilized to enhance and enrich the life of their…