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Tag Archives: Florida Asset Protection
Who Is Responsible for Remaining Debts after Death?
Estate planning is primarily about settling two issues: distributing property to surviving heirs and limiting one’s exposure to liability for death-related taxes. In line with the second issue is the question of settling a loved one’s remaining debts after death. All estates which pass through probate, which is a substantial number, must provide notice… Read More »
Timing and Effective Asset Protection
Asset protection is not something most people generally think about until a problem arises. The problem with this approach, though, is that once claims are made against a company or individual, the options for limiting exposure are quite constrained, and the financial consequences dire. Irrevocable trusts are one method of protecting assets from lawsuits… Read More »
Creditors, Death, and Protecting Your Child’s Inheritance
Few people move through this world completely free from debt, and debt does not automatically disappear when someone dies. Trying to preserve as many assets from creditors as possible is everyone’s goal, and this desire typically extends to even to a beneficiary child’s creditors, who may try to reach their inheritance in the event… Read More »
Why Everyone Needs to Consider Asset Protection
The general goal of thoughtful and carefully-crafted estate plans is to leave a legacy to those left behind that represents the hard work performed by the deceased to amass the assets left to distribute and to ease the financial burden of loved ones once a person is gone. Proper estate planning documents are vitally… Read More »
When Medicaid Planning and Asset Protection Goes Wrong
With people generally living longer, healthier lives, distant from established family and friends, many do not have a support system in place in the event of a serious medical situation. Unfortunately, seniors are often lured by mailings and advertisements related to financial planning and long-term care planning, frequently sent by insurance agents, Medicaid planners,… Read More »
Using a Trust to Protect Assets and Paying for Nursing Home Care
The autonomy individuals enjoy as adults is easy to take for granted, but if someone is concerned about retaining control over their life and living situation into their later years, advanced asset protection planning is needed. Finances are a concern for almost everyone, and making sure there is enough money to cover medical and… Read More »
