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Trusts

February 25, 2016
Special 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
January 21, 2016
Special 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
November 24, 2015
Trust 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
February 16, 2015
Estate 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
December 9, 2014
IRA, 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
December 4, 2014
Estate 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
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