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Navigating Probate Without an Attorney: What You Need to Know
Probate can be a daunting process, and many people wonder if they can handle it without hiring an attorney.
Taylor Willingham
2 hours ago3 min read
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The Importance of Estate Planning: Bringing Order to Chaos
Memorial Day is a time to honor the sacrifices of those who have fought for our freedoms.
Taylor Willingham
5 days ago3 min read
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The Three-Month Nursing Home Strategy: A Guide to Navigating Care
Nursing homes are a reality many of us will face as our loved ones age. While they strive to provide efficient care, the quality often...
Taylor Willingham
7 days ago2 min read
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Medicaid Spend-Down Strategy: Maximizing Resources Before Eligibility
The Medicaid spend-down strategy is a critical tool for those seeking to qualify for Medicaid while making the most of their resources.
Taylor Willingham
Mar 123 min read
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Medicaid Resource Requirements: Understanding the Limits
When applying for Medicaid, meeting the resource requirement is one of the most critical and misunderstood aspects of the process.
Taylor Willingham
Mar 72 min read
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Medicaid and Income Limits: What You Need to Know
When applying for Medicaid, understanding income limits is crucial, especially in states like Texas and 12 others with income-stated limits.
Taylor Willingham
Mar 52 min read
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Understanding Medicaid Long-Term Care: A Guide for Texans
Medicaid long-term care can be a confusing topic, especially when it’s often mistaken for Medicare due to their similar names.
Taylor Willingham
Feb 282 min read
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Exploring Self-Settled Trusts: A Strategy to Protect Assets for Medicaid Eligibility
When planning for Medicaid, one strategy to preserve resources while meeting eligibility requirements is the self-settled trust.
Taylor Willingham
Feb 262 min read
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What is a Qualified Income Trust (Miller Trust), and When Do You Need One?
Planning for long-term care can be challenging, especially when navigating the financial requirements for government assistance programs...
Taylor Willingham
Feb 223 min read
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What is a Gun Trust, and Why Should You Consider One?
If you own firearms or other restricted items like suppressors, a gun trust can be an essential tool in your estate plan. Designed to...
Taylor Willingham
Feb 183 min read
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Exploring SALT Trusts: A Tax Planning Tool for Property Owners
A new type of trust, commonly referred to as a SALT Trust, is gaining popularity.
Taylor Willingham
Feb 132 min read
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What is a Charitable Remainder Annuity Trust or Unitrust (CRAT/CRUT), and Do You Need One?
If you're facing a significant financial gain from selling an asset, you may be concerned about the taxes you'll owe.
Taylor Willingham
Feb 123 min read
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The Living Trust: What It Is and Why You Should Consider One
A living trust is a powerful estate planning tool that offers flexibility, privacy, and control over how your assets are managed and...
Taylor Willingham
Feb 53 min read
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Understanding a Directive to Physicians (Living Will): What It Is and Why It Matters
When planning for the future, one critical document you may encounter is the Directive to Physicians, often called a Living Will.
Taylor Willingham
Jan 313 min read
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Understanding HIPAA: Why It’s More Important Than You Think
If you've ever visited a doctor’s office, chances are you’ve encountered a HIPAA form. But what is HIPAA, and why does it matter?
Taylor Willingham
Jan 282 min read
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