National Estate Planning Awareness Week Oct. 16 – 22

The third week of October is National Estate Planning Awareness Week. Bringing awareness and educating the public about estate planning is crucial to not only keeping families out of Probate Court, but also for helping manage, preserve and distribute their hard-earned assets to their loved ones, as they wish.

To help spread the word about estate planning and National Estate Planning Awareness Week, Wenzel Bennett & Harris, PC is sharing a helpful library of videos on a wide variety of subjects produced by the American College of Trust and Estate Counsel (ACTEC). The ACTEC Family Estate Planning Guide video series offers families quality information and insight into the fundamentals of wills and trusts to encourage estate planning.

Click the link provided here to access the videos. https://www.actec.org/estate-planning/estate-planning-awareness/

If you have specific questions about your situation or would like to learn more, reach out to the team at WBH here.

Read more articles:

Why You May Need a Trust in Addition to a Power of Attorney

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Protecting Spouses of Medicaid Applicants: 2023 Guidelines

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Estate Planning: An At-a-Glance Overview

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Start 2023 Prepared: Reassess What Matters Most

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Should You Prepare a Medicaid Application Yourself?

Navigating the Medicaid application process can be complicated, especially if you are applying for long-term care benefits. Hiring an attorney to help you through the process can be extremely helpful. Whether you should prepare and file a Medicaid application by...

Court Case Illustrates the Danger of Using an Online Power of Attorney Form

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Step-Up in Basis and Why It Matters in Estate Planning

Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or adjust it. If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up...

Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture

When a married couple applies for Medicaid, the Medicaid agency must analyze the couple’s income and assets as of a particular date to determine eligibility. The date that the agency chooses for this analysis is called the “snapshot” date and it can have a major...