August 12, 2025

Special Needs Trusts and Allowable Expenses

A Special Needs Trust (SNT) is a legal arrangement designed to benefit individuals with disabilities without jeopardizing their eligibility for needs-based government programs such as Supplemental […]
August 12, 2025

Properly Using a Qualified Income Trust

A Qualified Income Trust (QIT), also known as a Miller Trust, is a legal tool used to help individuals qualify for Medicaid long-term care benefits when […]
August 12, 2025

Estate Planning and Placing a Homestead into a Revocable Living Trust

Estate planning is the process of arranging the management and distribution of one’s assets in anticipation of incapacity or death. A well-structured estate plan ensures that […]
July 28, 2025

Revocable vs. Irrevocable Third-Party Special Needs Trusts

A third-party special needs trust (SNT) is an estate planning tool designed to provide for a person with disabilities without disqualifying them from government benefits like […]
July 28, 2025

Understanding Non-Probate Assets

Non-probate assets are assets that pass directly to a beneficiary upon a person’s death, bypassing the court-supervised probate process. These assets transfer based on legal mechanisms […]
July 28, 2025

Guardianship and Renting Out a Home

Guardianship is a legal arrangement in which a court appoints an individual—called a guardian—to manage the personal and/or financial affairs of someone who is unable to […]
July 28, 2025

Estate Planning and the Unified Gift Tax

Estate planning is the process of arranging for the management and distribution of a person’s assets after death. A central goal of estate planning is to […]
July 28, 2025

Medicaid and Second Home Ownership

Medicaid is a state and federally funded health care program designed to assist low-income individuals with medical expenses. To qualify, applicants must meet strict income and […]
July 15, 2025

Medicaid Estate Recovery: What It Is and Why It Matters

Medicaid Estate Recovery is a policy that allows state governments to recover costs paid for certain long-term care services from the estates of deceased Medicaid beneficiaries. […]