by Jackie Cara | May 20, 2026 | Uncategorized
Takeaways A revocable living trust can do more than avoid probate court: It can keep your finances running smoothly if you become incapacitated (unable to manage your affairs). Unlike a will, a trust can authorize a successor trustee to manage trust-held assets...
by Jackie Cara | May 20, 2026 | Uncategorized
Takeaways Contesting a will means challenging its validity in court, but you must have a direct financial interest and a recognized legal reason. The process is legally complex, costly, and risky, so consulting an experienced probate attorney is essential before...
by Jackie Cara | May 20, 2026 | Uncategorized
Takeaways If you are a rightful heir or beneficiary and are being excluded from the probate process, you have legal recourse, but you must act quickly before court deadlines pass. Key steps to take include checking public court records, consulting with a probate...
by Jackie Cara | May 20, 2026 | Uncategorized
Takeaways As an agent under a power of attorney, you are a fiduciary and must act in the principal’s best interest. Your authority comes from the legal document — you can only do what the power of attorney allows, and state law also matters. Good records...
by Jackie Cara | May 20, 2026 | Uncategorized
Takeaways A 2025 federal budget law could affect people who depend on both Medicare and Medicaid by cutting Medicaid funding and adding new administrative barriers. Dually eligible older adults could feel the impact first, because Medicaid often covers home care,...
