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 […]
June 18, 2023

How Gifts Can Affect Medicaid Eligibility

We’ve all heard that it’s better to give than to receive. But if you think you might someday want to apply for Medicaid long-term care benefits, […]
June 18, 2023

Permitted Uses With SNT

What Can an SNT Pay for Without Affecting SSI or Medicaid? Funds held in a properly drafted Special Needs Trust will not affect a Supplemental Security […]
June 2, 2023

What Is a Pooled Trust, and How Can It Protect My Benefits?

In certain situations, beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits. For example, if they come […]