If you are one of the many people who have chosen to include a trust in your comprehensive estate plan, one of the most important decisions you will need to make when creating your trust is whom to … [Read more...] about How Much Discretion Should My Trustee Have?
Over half of all Americans do not have an estate plan in place. That fact is not all that surprising given the fact that the average person is not familiar with most of the concepts and documents used … [Read more...] about 3 Estate Planning Documents You Should Have in Your Plan
It is important to understand that there are many different asset transfer methods that can be used when you are planning your estate. Far too many people think that you name the beneficiaries in a … [Read more...] about Estate Planning for People With Disabilities Is a Delicate Matter
There are different ways to provide for loved ones that are on your inheritance list, and a suitable method for one person may not be appropriate for the next. This definitely enters the picture when … [Read more...] about Medicaid Eligibility and Special Needs Planning
It is difficult to lose a loved one, even if they have lived a long and full life. An inheritance is not going to ease the emotional pain, but the resources will be a final act of giving that is … [Read more...] about When an Inheritance Can Cause a Problem
People with disabilities obviously need health insurance, and many of these folks cannot work, so they cannot get coverage through their employers. Fortunately, individuals that are in this position … [Read more...] about How Do You Leave a Bequest to a Medicaid Beneficiary With a Disability?
Medicaid is required to seek reimbursement from the estates of people that were enrolled in the program while they were living. Since it is a need-based program, you cannot qualify if you have more … [Read more...] about Does Medicaid Estate Recovery Apply to a Special Needs Trust?
A lot of people think that estate planning boils down to the creation of a simple will. They never really consider the alternatives, and they assume that everything will fall into place. In … [Read more...] about Why Would a Will Be the Wrong Asset Transfer Vehicle?
Most people in the United States get health insurance through their employers, but many individuals with special needs cannot enter the workforce, so this is not an option. They definitely need health … [Read more...] about What Can a Special Needs Trust Provide?
Medicaid is required to seek reimbursement from the estates of people that were enrolled in the program while they were living. Since it is a need-based program, you cannot qualify if you have more … [Read more...] about Does Medicaid Estate Recovery Apply to a Special Needs Trust?
