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Importance of Funding Your Trust

Posted on 06/30/2013

You brought home your brand new trust. It sure looks great. It may be in a shiny new binder with tabs and everything. But how do you know your trust is going to work? And you got your trust at …

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Unrecorded Deeds Bad Bad Bad

Posted on 06/23/2013

“I want my house to go to my kids after I die, but want to avoid probate. Can’t I just sign a deed now that transfers the house to the kids and keep it with my other important papers along …

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Medicaid and Nursing Home Spend Down

Posted on 06/16/2013

You have probably heard many things about nursing home Medicaid qualification. For example, you may have heard that if you are single, you have to spend down all of your assets on nursing home costs to a mere $2,000 before …

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Providing for Special Needs Loved Ones

Posted on 06/02/2013

You may have a special needs child or other loved one who is developmentally disabled and/or legally incapacitated. As a result of this disability or incapacity, your child or other loved one may also be on some form of governmental …

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No Results Yet!

Legend:

0-15 Level of risk is low.

You have done a very good job of protecting your estate.

16-30 Level of risk is moderate.

You have done a pretty good job of protecting your estate.

31-45 Level of risk in the "dangerous" area.

  • Examine areas where you are weak.
  • Seek advice from competent professionals that you trust.

46+ Level of risk is "severe".

  • Immediately begin a comprehensive examination of your estate planning needs.
  • Develop a step-by-step plan to plan for your disability and to protect your estate.
  • Seek advice from competent professionals that you trust.

Disclaimer

This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.

You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.

Legal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.