King Charles III has ascended to the U.K. throne, but he won't have to pay the U.K.'s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That's because of a deal the royals made with the government nearly 30 years ago.
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
In the past couple years the federal government issued a series of checks under the Coronavirus Aid, Relief, and Economic Securities (CARES) Act. You could have received them either as a direct deposit, a check, or on a debit card. If you applied for Medicaid (or had a redetermination), you might have been asked about […]
Medicaid in Oregon requires a married couple apply for long-term care Medicaid even only one is seeking benefits. Assets are viewed collectively – no matter which spouse’s name the asset is held individually or jointly. There are times when a person must reach (or attempt to reach) his or her spouse even if they have […]
Medicaid is referred to as the payor of last resort. Because it is a needs-based program, for the indigent, anyone applying for or receiving Medicaid must seek all potentially available assets that could be used to pay for care before the state pays on your behalf. For long-term care benefits, a person must make a […]
We don’t know where it originated but there is a myth that Medicaid “takes your home”. This is wrong. Medicaid does not take your home. In fact, Medicaid does not take anything during your lifetime or the lifetime of your spouse. When both you and your spouse pass away, Medicaid, through Estate Administration Unit (EAU), […]
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
We value and appreciate all of their hard work. Always a pleasure to work with! Communicates effectively and in a timely manner. Highly recommend
December 7, 2020.
We used Meredith for our estate planning and cohabitation contract recently after we bought a house. She was very responsive, very Covid aware/safe and lovely to work with.
January 7, 2020.
We had a great experience working with Meredith when putting together our estate planning documentation. She was always professional and courteous, explaining legal concepts and terminology in a way that was straightforward for us to understand. Meredith was responsive and open to answering our questions so we could fully evaluate different options. She provided sound recommendations for us to consider based on our current position and point in life. Even given the gravity and importance of the estate planning process, Meredith put us at ease and made us feel comfortable coming to decisions and documenting outcomes that work best for us. We intend to work with Meredith for future needs that we may have, and would highly recommend working with her to others.
March 28, 2019.
The best! .... I used Meredith to get me thru an estate settlement. It went smooth. Thanks.