Check out this article from WealthManagement.com. It talks about how selling trusts and life insurance to war veterans can be tricky. Dealing with both Medicaid and VA rules can be very complicated. One misstep could disqualify a veteran from important benefits. Click on the following link to read the article:
- Estate Planning
- Guardianship & Incapacity
- Livings Wills & Healthcare Surrogates
- Long-Term Care Planning & Asset Protection
- Medicaid Planning & Veterans Benefits
- Power of Attorney & Living Wills
- Probate & Trust Administration
- Social Security
- Supplemental Needs Trusts
- Wills & Trusts
Caregiver: The Role Few Expect, But Many Will Inhabit
Anyone with children expects to serve as a caregiver for their child until they’re ready to leave the nest. What most people do not expect, however, is that they will someday need to serve as a caregiver for another adult. A recent New York Times article reported that approximately 1 in 5 adults in the United States […]read more >
Who Needs an Estate Plan?
When you hear the term “estate planning,” your mind might conjure images of the elderly preparing to pass a life’s worth of assets and heirlooms to the next generation, or a wealthy couple setting up trust funds for their children and trying every trick in the book to minimize their tax bill. You might even […]read more >
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