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Orange City Estate Planning Blog

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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The Importance of Trust Funding

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

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Watch Your Language: Life Estate

Domicile – the place a person calls “home” – can have a significant impact on Medicaid eligibility and what benefits are available to help with long-term care.

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Watch Your Language: Domicile

Domicile – the place a person calls “home” – can have a significant impact on Medicaid eligibility and what benefits are available to help with long-term care.

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Watch Your Language: Income

The Medicaid definition of “income” comes from federal law and reads as follows: Income is “[a]nything a person receives either in cash or in kind that can be used to meet the person’s basic needs of food, clothing, or shelter.” [Read More]

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