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What Happens After I Die If I Have a Revocable Trust?
Revocable trusts are often promoted with an "Avoid Probate" slogan. They are supposed to make things easier for your descendants to manage after your death. This is certainly true most of the time, but what really happens after you die? And how can you make it even...
read moreAsset Protection: Why Should I Care About It?
What is asset protection? And why might you need to understand it? Here are 7 types of asset protection to consider.
read moreWhat Assets Are Counted When Applying for SSI?
To be eligible for SSI an applicant can have no more than $2000 in assets, but there are 6 major exclusions that won’t count towards that limit…
read moreWhat You Need to Know About the Tax Cuts and Jobs Act of 2017
Congress passed sweeping tax reform in late December 2017. Here’s what individuals and business owners need to know…
read more7 Common Challenges for Effective Estate Planning
There are 7 challenges that people often overlook when creating an effective estate plan.
read moreHow to Earn Additional Income Without Losing SSI Income
Although Supplemental Security Income (SSI) recipients are subject to rigid asset limits, the federal government has provided a few avenues for beneficiaries to earn income that supplements their SSI benefit.
read more6 Ways to Pay for a Nursing Home
Many people still struggle to get long-term care insurance to pay the outrageous costs of nursing home care. So what are the alternatives to help pay for that care?
read moreDo You Know You Need to Plan But Just Keep Putting It Off?
It’s easy to put off planning, but planning may be easier than you think, and it provides huge relief once it’s been done. Follow our 3-step process for planning and stop procrastinating.
read moreThe Top Five Responsibilities of a Trustee of a Special Needs Trust
These five responsibilities likely rank at the top of any trustee’s list. How prepared is your trustee for these tasks?
read moreAre Parents the Best Trustee for a Special Needs Trust?
It is common for parents to want to serve as the trustee of their child’s special needs trust, however every parent should understand the benefits and drawbacks of doing so.
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