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Has anyone had Suze Orman’s “Will and Trust Kit” Docs (i.e. Living Revocable Trust) Reviewed by an Attorney?

Question by Jx2: Has anyone had Suze Orman’s “Will and Trust Kit” Docs (i.e. Living Revocable Trust) Reviewed by an Attorney?
Suze Orman’s “Ultimate Protection Portfolio” has 4 estate planning documents:

~1: Living Revocable Trust
~2: Advanced Directives and Durable Power of Attorney for Health Care
~3: Financial Power of Attorney
~4: Will
~5: Big Ugly Link Below http://www.suzeorman.com/igsbase/igstemplate.cfm?SRC=SP&SRCN=protectionhelp_login&GnavID=95&SnavID=113

Has anyone completed these documents and had them reviewed by an attorney in your area? If so, what was your lawyer’s advice?

Are the documents legally sound?

With minor tweaks to customize for personal situations, will these documents be considered legally valid and the wishes expressed within carried out?

Best answer:

Answer by mystic1
I like Suze Ormon and I had the same question. I ended up going to www.legalzoom.com Very thorough and comprehensive. All your questions are answered. I just received my Living Will, and I’m very pleased with the document. The next one I’m ordering is a living trust. Legal Zoom lets you know if you need an attorney’s advice. Check it out. You might find the answer you’re looking for even if you don’t use their service.
Great question!

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2 comments - What do you think?  Posted by admin - January 28, 2012 at 1:11 am

Categories: Estate Planning Information   Tags: anyone, Attorney, doc's, i.e., Living, Orman's, Reviewed, Revocable, Suze, Trust

How could I move to another state w/o a lapse in my medicaid/medicare benefits i.e. In home CNA-foodstamps-sup?

Question by Sam: How could I move to another state w/o a lapse in my medicaid/medicare benefits i.e. In home CNA-foodstamps-sup?
I am perm disabled on SSI. I need to move want to go to dryer climate. What type of lawyer or agency could help me transition without lapsing on my supplies and care???

Best answer:

Answer by BlueGrassMomma
You won’t need a lawyer. I do know for Medicare that there will be no lapse in coverage as it is available nationwide and you can go to any doctor or any facility that is willing to accept you as a patient. You may want to call to see if you can get a list of doctors/facilities that accept Medicare in the new area and set up an appointment, if needed. With Medicaid, you need to call the State Medical Assistance Office of the state where you currently reside to let them know when and to where you will be moving. Next, you would need to call the State Medical Assistance Office of the new state and let them know that you will be moving there. Be sure to also call the Social Security Administration to inform them of your new address.
Good luck!
Edit: If you are on a Prescription Drug Plan with Medicare or a Medicare Advantage plan you will have 2 months from the time you move in order to change to another plan in your new area. This is known as an Special Enrollment Period or an SEP.

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1 comment - What do you think?  Posted by admin - February 2, 2011 at 9:10 pm

Categories: Estate Planning Information   Tags: another, benefits, CNAfoodstampssup, could, Home, i.e., lapse, medicaid/medicare, Move, state