You're working, and you've got a family that depends on you - both now and down the road. Where do you invest your money? Do you borrow against the equity in your house? Through a preferred provider relationship with USAA, The American Legion can provide expert financial advice to just about any question.
It sounds as if you’ve done some estate planning, but now it seems like a great time to revisit your attorney or enroll the assistance of an elder law attorney to explore your questions. There are lots of implications (e.g., both tax and non-taxes, as well as both during life and after death) with respect to the steps you take today, and we think you’d be best served by finding an attorney that specializes in that area.