Benchmark Financial Group, LLC Blog

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ESTATE PLANNING BASICS: PART III – YOUR HEALTHCARE DECISIONS
January 15, 2013

By:  Timothy Denker Not everything about estate planning is done for your heirs. Much of it, in fact, is put in place to protect you. One of those documents is called a “Power of Attorney for Health Care and Health Care Directive.” I’ll simply call it “Directive” from here on…

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ESTATE PLANNING BASICS: PART II – WHAT DO YOU MEAN “PROBATE”?
January 15, 2013

By: Timothy Denker A couple of years ago, a client came into my office trying to figure out how to transfer the title of their deceased father’s house into that client’s name. The father didn’t have a Will or any resemblance of an estate plan, so I kept asking questions….

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ESTATE PLANNING BASICS: PART I – MORE THAN JUST A WILL
January 15, 2013

By Timothy Denker Recently, I met with a couple who was beginning to contemplate retirement. A family member told them they need to get Wills drawn up so they decided to find out how they should do that. “Well, we don’t really have anything, so we’re not sure why we…

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ESTATE PLANNING AND THE FAMILY MEMBER WITH A DISABILITY
January 15, 2013

If you have a family member with special needs, such as a lifelong developmental, physical, or mental disability, your personal financial and legal advisors should be made aware of this. This information is crucial in developing an appropriate estate plan. Needs-based governmental programs, such as Medicaid and Supplemental Security Income (“SSI”), are…

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