A special needs trust (also called supplemental needs trusts) is created to ensure that a beneficiary who is disabled in any way and receiving government benefits or an insurance or personal injury settlement does not lose their government benefits or settlement...
Government Funding for Long-Term Care The role of Medicaid planning in today’s economic climate is a vital one. Mary will assist family members in navigating the complex federal and state regulations concerning government benefits for long-term care. Because of...
Honoring our Commitment to Veterans We are pleased and proud to assist veterans and their families, especially as they face the legal and financial issues that come with aging. These are tough issues, and not every lawyer or financial advisor knows what may be...
Representation of Trustees If a decedent has a properly drafted and funded trust, probate is generally not required. Unlike a will, a trust is a private document and need not be filed with the probate court. Nonetheless, the successor trustee must still take steps to...
Types of Probate: Formal, Summary and Ancillary When someone passes away, any assets that were titled in that person’s name alone, with no beneficiary designations, are part of the probate estate of that individual. Probate is a court process by which the assets...
