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Should I Have a Living Trust?

Monthly Archives: April 2015

Should I Have a Living Trust?

When creating an estate plan, you have a lot of important decisions to make. What happens to your assets after you die depends on the choices you make now. Depending on your circumstances, creating a living trust in addition to your will can be your best option. Most people know what a will is: a… Read More »

The 6 Biggest Estate Planning Mistakes

Click here for an article about “The 6 Biggest Estate Planning Mistakes”

Can you protect assets but still qualify for Medicaid or Veterans Benefits?

If you are concerned about the high cost of healthcare as you age, you might have assumed that you would have to spend down all assets before Medicaid or VA Benefits would begin to help. I am happy to say that your assumption is incorrect. Attend the free seminar next week, April 13th, 2015 at… Read More »

What is “Portability” in Federal Estate Tax Planning?

In estate tax planning, “portability” means that when a spouse dies, any unused estate tax exclusion amount transfers to the surviving spouse. The surviving spouse can add the deceased spouse’s unused exclusion to their own exclusion. For the portability rule to be effective, an estate tax return must be filed immediately after the first spouse… Read More »

Comparison of Consumer Protections in Three Health Insurance Markets: Medicare Advantage, Qualified Health Plans and Medicaid Managed Care Organizations

Click here for the Kaiser Family Foundation Report