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Trusts

Revocable Living Trusts: What You Need to Know

In simple terms, a revocable living trust is a trust that can be modified or terminated at any time. In more technical terms, a revocable living trust is a legal contract where the settlor has control over their assets throughout their life or until they are incapacitated. Upon their death, […]

June 10, 2020

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4 Reasons to Consider a Special Needs Trust

special needs planning

If you have a loved one with special needs, it is important that you consider a special needs trust and the entire legal ramifications of their situation. Special needs planning is a unique opportunity for parents who have disabled children to coordinate their future. Special needs trusts are specifically designed […]

March 12, 2020

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How Can I Protect My House From Medicaid Estate Recovery?

When a Medicaid recipient passes away, their house becomes at risk of being possessed by the state. The reason being that the state will attempt to recover whatever Medicaid benefits the recipient received, which in most cases is solely their house. In order to avoid Medicaid estate recovery from possessing […]

February 3, 2020

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What is a Trust? Do I Need One?

A trust is a fiduciary agreement that outlines how your assets will be distributed after you pass. In a trust, you specify who will have the authority to handle and distribute your assets to your beneficiaries. Although trusts sound similar to wills, trusts offer specific financial benefits and are solely […]

December 23, 2019

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