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Bach & Jacobs, P.A.
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27 followers
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Did you know that the money in an IRA does not need to be spent in order for someone to qualify for Medicaid benefits?
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Use this digital asset inventory template to keep track of all of your important usernames and passwords for your digital fiduciary or personal representative. 
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We can help you identify your digital assets and ensure that they are fully accounted for in your estate planning documents.
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Speak with an estate planning attorney about how to ensure your durable power of attorney will have authorization to access assets such as online bill pay, photos, or social media accounts.
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Ensure that personal accounts, sites, and memories are available to the desired loved ones after death. 
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Find out some of the different ways to maximize your charitable giving!
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If you or someone you love has been the victim of financial exploitation against an elderly person, we can help! 
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An essential part of estate planning is setting up clear instructions for loved ones about your wishes with regard to medical treatment.
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Probate can be a good option for those who do not want to spend money during their lifetime on legal fees to prepare Trust documents.
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