Trusts & Estates

/Trusts & Estates

Four Common Myths about Estate Planning

Trusts are not just for the wealthy: In states that practice Medicaid recovery, for instance, your survivors may receive a large bill for Medicaid-funded nursing home care after your death, which can force the sale of assets like the family home. Some states even seize life insurance proceeds. Depending on your situation, a trust can prevent this from happening.

By |2019-03-12T14:14:38+00:00March 12th, 2019|Trusts & Estates|Comments Off on Four Common Myths about Estate Planning

Is now the time to remodel your old trust?

There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change.

By |2019-03-04T08:48:27+00:00March 5th, 2019|Trusts & Estates|Comments Off on Is now the time to remodel your old trust?