February 25, 2016Special Needs Planning, Trusts Special Needs, Third Party, and Self Settled Trusts – What’s with all the Names? When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated applicant can run afoul...
January 21, 2016Special Needs Trusts, Trusts Why Would Someone Need a Special Needs Trust? Special Needs Trusts Many well-intentioned parents don't realize that an inheritance may cause many problems for their disabled or special...
November 24, 2015Trust Beneficiaries, Trusts Pet Trusts – Planning for Your Pets in your Estate What are Pet Trusts? Some animals are undoubtedly beloved pets. They provide us with love and companionship, while there are other...
February 16, 2015Estate Planning, Inheritance, Trusts, Wills Estate Planning Tips for the Non-Traditional Family Estate Planning Tips for the Non-Traditional Family The percentage of married households in the United States fell from 55 percent...
December 9, 2014IRA, Trust Beneficiaries Should You Name a Trust as Beneficiary of Your IRA? Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...
December 4, 2014Estate Planning, Trusts, Wills Estate Planning 101 – The Basics Estate planning is the process of determining how to manage your property and assets during your lifetime and following death...