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July 25, 2026
Published by Yoni Markhoff at July 25, 2026
Categories
The probate process is the legal procedure used to administer a deceased person’s estate. Its primary purpose is to ensure that the deceased person’s assets are […]
July 25, 2026
Published by Yoni Markhoff at July 25, 2026
Categories
Estate planning is the process of organizing and managing a person’s assets so they can be distributed according to their wishes after death. Bank accounts are […]
July 25, 2026
Published by Yoni Markhoff at July 25, 2026
Categories
Medicaid Estate Recovery is a program required by federal law that allows states to recover certain Medicaid costs from the estate of a deceased Medicaid beneficiary. […]
July 25, 2026
Published by Yoni Markhoff at July 25, 2026
Categories
A guardianship restricted account is a special bank account created to protect the money or assets of an individual in guardianship. The account is supervised by […]
July 25, 2026
Published by Yoni Markhoff at July 25, 2026
Categories
Special Needs Trust and Gifting to Family A Special Needs Trust (SNT) is a legal arrangement designed to hold and manage assets for the benefit of […]
June 15, 2026
Published by Yoni Markhoff at June 15, 2026
Categories
A Pooled Trust is primarily used when the individual is over the age of 65 and is receiving an inheritance or personal injury settlement, and is […]
June 15, 2026
Published by Yoni Markhoff at June 15, 2026
Categories
A will contest is a legal challenge to the validity of a deceased person’s will during the probate process. Probate is the court-supervised procedure used to […]
June 15, 2026
Published by Yoni Markhoff at June 15, 2026
Categories
Guardianship is a legal process in which a court appoints an individual, known as a guardian, to make personal, medical, or financial decisions for a person […]
June 15, 2026
Published by Yoni Markhoff at June 15, 2026
Categories
Capital gains are the profits earned when an asset is sold for more than its original purchase price. Common assets that generate capital gains include stocks, […]