June 11, 2013Elder Care Planning, Trusts The Value Trusts in Elder Care needs Question: My husband and I (64 & 62 years old respectively) are currently in the process of planning for our...
June 5, 2013Estate Planning, Government Benefits Inheriting Property Impact Eligibility for Government Benefits? Question: "My 31 year old son is disabled and has lived with his 89 year old grandmother for about 10...
January 31, 2013Trusts Using A Trust to Purchase a Home vs. Renting "My 80 year-old, widowed mother is selling her large home and plans to move into a smaller, more manageable residence. ...
January 22, 2013Estate Administration, Trusts Trust Basics: by Scott A. Makuakane, Esq., CFP (trustmaker) Trust Basics A trust is the legal relationship that is created when a person transfers “stuff” to a trustee with...
July 25, 2012Daily Financial Help & Bill Paying 4 Questions About Handling Financial Affairs for the Elderly Question: "My sister and I have powers of attorney for our mother. Mom also has her assets in a trust...
November 8, 2011Short QA, Trusts, Wills Do I Need Trusts or a Will? Question: Do I Need a Trusts or a Will? Answer: There is no valid reason to have Trusts or a...