October 11, 2016Special Needs Trusts, Trusts What is a Special Needs Trust and when should you establish Special Needs Trust? While you can certainly bequest money and assets to those with special needs, such a bequest may prevent them from...
March 9, 2016Revocable Living Trusts Avoiding Taxes with a Revocable Living Trust Will a Revocable Living Trust Help to Avoid Taxes? In and of themselves, trusts do not avoid taxes, but they...
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...