Planning Checklist For Those Assisting Elderly Family Members
Planning Checklist For Those Assisting Elderly Family Members I gave a presentation a few years ago at a local assisted…
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Estate and Long-Term Care Planning – Lessons From Baseball
Estate and Long-Term Care Planning – Lessons From Baseball Another baseball season is upon us. I’m always excited about the…
A Family Meeting is Key in Your Estate Planning
A Family Meeting Can Play a Key Role in Your Estate Planning Over the years, both Keith and I have…
The Value of Using Irrevocable Trusts in Medicaid Planning
The Value of Using Irrevocable Trusts in Medicaid Planning People often wonder about the value of using irrevocable trusts in…
Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust
First Party Versus Third Party SNT A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are…
Gifting to a Minor with Special Needs
Gifting to a Minor with Special Needs We previously have posted blog entries about special needs planning and about gifting. …