Estate Planning

How a pooled trust protects your family

If your family member qualifies for Medicaid and SSI, how can they acquire additional income without being disqualified from these government programs? Find out how your family member can own additional assets without being disqualified.

February 14, 2023 · 3 min read

Estate planning for your special needs child

Special needs children require special estate planning, especially if they receive needs-based government assistance. Learn about your options and what most professionals recommend.

February 14, 2023 · 3 min read

Creating an irrevocable burial trust

When creating an estate plan, be sure to consider the possibility of setting up an irrevocable burial trust. This fairly simple legal document may enable you to both pay funeral costs and secure Medicaid benefits for long-term care.

February 14, 2023 · 4 min read

When is it time to use a trustee deed?

Find out how a trustee deed is used to transfer ownership of real property in a foreclosure sale.

February 14, 2023 · 3 min read

Use your estate plan to take care of children with special needs

Children with special needs require a great deal of resources and support. Parents often worry about what will happen to their children with special needs after they are gone. Setting up a special needs trust can help ease your worry.

February 14, 2023 · 4 min read

9 things to avoid when naming your beneficiaries

Don't make these common mistakes when naming beneficiaries.

February 13, 2023 · 6 min read

When your digital existence outlives you: How to manage the digital afterlife

So much of modern life happens online, but most people don't have a plan for managing their digital accounts and assets if they're no longer able to. Learn why you need a plan for the digital afterlife and how to make one.

February 10, 2023 · 4 min read

Living trust: Trustor vs. trustee

Are you thinking about setting up a living trust? If so, you need to understand the difference between the trustor and trustee, how the two are related, and the role of each.

February 6, 2023 · 3 min read

How to handle an inherited 401(k)

Have you inherited a 401(k) plan? Understanding the various considerations involved can help minimize your tax liability and maximize your inheritance.

February 6, 2023 · 4 min read

What changes should you make to your estate plan during the coronavirus pandemic?

February 3, 2023 · 4 min read