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

Orange City Estate Planning Blog

elder law attorney

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

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What is Medicaid Estate Recovery?

If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.

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last will and testament

Estate Planning Roles: Executor, Trustee, agent

Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.

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