August 31, 2023

Types of Special Needs Trusts

A special needs trust is a legal instrument created for the benefit of a person with disabilities. It is designed to provide financial support without jeopardizing […]
August 31, 2023

Will vs Trust

Are you confused about whether you need a Will or a Trust? Don’t worry, you’re not alone! Many people are unsure about the differences between these […]
August 31, 2023

Medicaid Asset Protection Trusts

As we age, it’s important to start thinking about how we can protect our assets and ensure that we have enough funds to cover any unexpected […]
August 20, 2023

Avoid Probate

Probate can be a long and tedious process. It takes over a year and costs 3% of the estate!! But here’s the good news – it’s […]
August 20, 2023

Special Needs Care Plan

A Special Needs Trust is really the first step in planning for your child with special needs. If the child is a minor, then keep in […]
August 20, 2023

Medicaid Eligibility After Spouse Passes Away

When one member of a couple moves to a nursing home, we expect that spouse will be the first to die, but this isn’t always the […]
July 4, 2023

Permitted Uses of Credit Card and Special Needs Trusts

Using a Credit Card When You Have a Special Needs Trust A special needs trust (SNT) allows you to meet your needs while receiving government benefits, […]
July 4, 2023

Estate Planning With Blended Families

When it comes to estate planning, blended families face unique challenges. With the combination of children from previous relationships, stepchildren, and potentially new children from the […]
July 4, 2023

Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a legal tool that can be used to protect your assets while still allowing you to qualify for Medicaid […]