Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...
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Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...
Veteran’s Benefits in Estate Planning: What You Should Know
Elder Law Report
11 minutes
2 weeks ago
Veteran’s Benefits in Estate Planning: What You Should Know
Benefits you earned shouldn’t be out of reach just because the rulebook is complex. We sit down on Veterans Day to map a practical path to VA Aid and Attendance—a pension that can help pay for in‑home care, assisted living, or nursing home care—without draining a lifetime of savings. Drawing on years of elder law practice, we unpack the real asset limits, the home and acreage rules, and the underused Veterans Asset Protection Trust that can shield excess resources and still keep you in contro...
Elder Law Report
Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...
