What is “Decanting” a Trust and Is it Used?
Most people think once a trust is created… that’s it.
Locked. Final...
29
Mar
Estate Planning
28
Mar
Do You Need a Trust for Your Pet? (Yes, Even a Tortoise That Lives 100 Years)
I used to think trusts were something reserved for ultra-wealthy families with vacation homes in three states, a ...
28
Mar
What Is a Medicaid Asset Protection Trust?
A Medicaid Asset Protection Trust is an estate planning tool sometimes used to protect assets while planning for ...
27
Mar
How Much Money Can You Keep If Your Spouse Goes Into a Nursing Home?
When one spouse enters a nursing home, the other spouse often worries about losing their financial security.
27
Mar
How to Reduce Taxes for Your Heirs: Smart Estate Planning Strategies
Everyone wants to leave something behind for their family.
Fewer pe...
26
Mar
Medicaid vs Long-Term Care Insurance: Which Is Better?
Long-term care can be extremely expensive, and many families struggle to decide how they will pay for it.
26
Mar
Did You Know You Can Search for a Deceased Person’s Life Insurance Policy?
Many people assume that if they don’t have a copy of a life insurance policy, the money is gone.
25
Mar
What Is a Special Needs Trust and When Is It Used?
A Special Needs Trust is designed to hold assets for a person with a disability without affecting eligibility for...
25
Mar
Estate Planning Basics: The “Starter Kit” Checklist for Busy Families
Estate planning sounds like something you do “later.” But in real life, “later” can turn into a crisis: a medical...
24
Mar
Estate Planning Basics: A Simple Checklist for Busy Families
Estate planning isn’t just for the wealthy. It’s a set of documents that tells your family—and the court—what you want if you pass away or become incapacitated. The easiest way to start is to gather information and make a short decision list.
