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
Tag Archives: estate planning
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.
24
Mar
Can Nursing Homes Take Your Retirement Savings?
Many people worry that nursing home care will consume their retirement savings.
23
Mar
What Is the Difference Between a Revocable and Irrevocable Trust?
Trusts are commonly used in estate planning, but many people are unsure how different types of trusts work.
22
Mar
How to Avoid Probate in Pennsylvania
Probate is the legal process through which a deceased person’s estate is administered.
22
Mar
Why Your Operating Agreement Should Be Part of Your Estate Plan
Many business owners treat their operating agreement as a startup formality.
21
Mar
Can Medicaid Take Your House After You Die?
Many families worry that Medicaid will take their home after they pass away. In Pennsylvania, this concern is rel...
21
Mar
Buy-Sell Agreements: The Missing Piece in Most Estate Plans
If you co-own a business, a buy-sell agreement is essential—but often overlooked.
20
Mar
What Is the Medicaid Five-Year Lookback Rule?
The Medicaid five-year lookback rule is one of the most misunderstood aspects of long-term care planning.
