Whether you just accepted an offer on your vacation home or had a seller accept your offer on what will be your first-ever home, you are probably very excited to get to the closing table. Buyers aren't technically the owners of real estate until they sign the deed to...
Making an estate plan is a terrific first step for anyone to take. But it’s problematic to assume that this is the final step. You don’t want to make that plan and then forget about it. It’s actually important to update it periodically. But how do you know when to...
Many people start Medicaid planning out of concern for their own well-being. They recognize that they may need to move into a nursing home in a few decades and may not have the resources to pay for that care. Advance planning for Medicaid allows people to quickly...
One myth that you’ll often find people repeat about estate planning is simply that they are too young. This belief sometimes causes people to put off the exact estate planning that they need to do. It can happen to people of many different ages. For example, someone...
Many first-time homebuyers experience sticker shock when they receive their settlement statements. The amount of money required to buy a home is typically thousands of dollars more than the price they offered the seller. Buyers often need to deposit thousands of...
If you have been having health issues and believe that you may need nursing home care within the next few years, now is the time to start thinking about how to preserve your wealth. Preserving your wealth is possible if you plan far enough in advance. There are a few...
Coordinating multiple sets of priorities and considerations is necessary in a typical real estate transaction. Buyers and sellers may have their own timelines, as well as individual priorities for the transaction. There are also the needs of the financial institution...
Every state has unique laws regarding the creation of estate planning documents. Florida is a retirement destination for thousands of older adults, which requires a bit more nuance regarding estate and probate law. For example, people in many states can add no-contest...
Maybe if you have a child with special needs, so you want to start a trust to support them when they move out and after you die. Perhaps you worry that you won't qualify for Medicaid when you get older or that your children will fight over your property. Whether your...
No older adult wants to move into a nursing home if they have any other option. Remaining independent as long as possible is a near-universal goal for those in their golden years. You may not have planned for a stay in a nursing home when saving for retirement because...
