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July 15, 2024

Retirement Savings Strategies for Seniors 

Retirement Savings Strategies for Seniors: Big Picture To maximize your retirement savings as a senior, focus on maximizing contributions to your 401(k) and IRA, utilize catch-up […]
July 15, 2024
How Are Survivorship Life Insurance Policies Helpful in Estate Planning

How Are Survivorship Life Insurance Policies Helpful in Estate Planning

Survivorship Life Insurance Policies Survivorship life insurance policies are helpful in estate planning by providing a substantial death benefit that can cover estate taxes, facilitate asset […]
July 15, 2024
Ward of the state montana

How Does an Elderly Person Become a Ward of the State

Becoming a Ward of the State An elderly person becomes a ward of the state when a court determines they can no longer manage their own […]
July 15, 2024
Medicaid for Married Couples

Medicaid for Married Couples (Eligibility and Planning)

Introduction – Medicaid for Married Couples Planning for Medicaid for married couples involves evaluating income and assets, gathering all necessary financial records, accurately completing the application, […]
July 15, 2024

How to Contest a Will: A Probate Attorney’s Prospective

How to Contest A Will: Introduction To contest a will during probate, you must file a petition in probate court citing legal grounds such as undue […]