Medicare Open Enrollment is from October 15th until December 7th. There are things you can do to optimize your choices for the next year. This week, Victor goes over the best Medicare Enrollment tips that you can use. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder[...]
Sometimes people ask whether or not they can name all of their children as the executor of their will such that no one feels left out. You certainly can name multiple children as co-personal representatives if you choose to do so. However, this can slow things down significantly. Multiple personal representatives typically have to be[...]
This week, Victor discusses four things missing from your estate plan and 1 investment that you probably have in your portfolio (especially if you’re working with one of those large investment firms. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™.[...]
There is no doubt that most people want to engage in the process of estate planning with a mindful eye towards what they intend to provide their loved ones with. Asking critical questions well in advance of completing your estate planning process can help you ensure that you have covered all of your bases. If[...]
Just want the episode title says…these are the top 25 tips from the first 25 shows. It’s like concentrated Make It Last…just bring your notebook, because Victor flies through all 25 tips. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™.[...]
It is hard for anyone to save money after taxes. This is because after the government takes their portion of the pie, a person who had a large asset now faces the task of deploying effectively what is left without worrying about unnecessary risks of market loss. Many people assume that if they have insurance,[...]
This week on Make It Last, I cover how to protect your assets against nursing home and Medicaid spend-down. Most of you know that we help families every week to maintain flexibility and choice in their long-term care, and this episode will give you a peek under the hood of how that happens. Make It[...]
A new study from Maryland shows that the majority of people who achieve age 61 are free to choose where they want to live. This is not that surprising for many retirees, who want to consider moving at least on a part time basis to a more ideal locale. In fact, up to one third[...]
One of the ways you can “make it last” is to make sure that the inheritance you leave behind is protected from threats like divorce or creditors. You also want to make sure that the inheritance follows the bloodline and goes to your grandkids and not that “no-good son-in-law”. Listen to this week’s show as[...]
Leaving behind, gifting, or transferring sizeable assets to family members through your estate plan could leave them subject to significant taxes. However, there could be major discounts associated with transferring real estate investments of equal value. For real estate investments in which the investor gives less than 50% of the asset, lack of voting rights[...]