January 2, 2020

You may be thinking about setting up a trust to protect your assets, save on estate taxes, or perhaps set aside money for a special needs family member. Before you commit to a plan, make sure you understand the differences between the two basic types of trusts: the revocable (also called “living”) trust and the irrevocable trust. These differ in how they are structured and taxed, and each offers advantages and disadvantages depending on their purpose.

Both are tools for setting assets aside and distributing them according to specific wishes and instructions. They can protect one’s property, safeguard a family’s financial future, and provide tax-saving strategies.


As the name suggests, an irrevocable trust, once establi...

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November 12, 2019

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Some thoughts about estate planning for people with second marriages.

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Funding a special needs trust with life insurance can be a means to provide money to a loved one with special needs.

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A POA is one of the most important estate planning documents you can create, but it is also one that can be misused. Read on for ideas to help protect yourself.

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A Gift of Independence gift card is a new way to honor, celebrate, reward or support a member of your family, a friend, a co-worker or a neighbor who has opened an ABLE account and set savings goals.

June 5, 2019

All too often people engage in ad-hoc Medicaid or Asset Protection planning without proper legal advice. The consequences can be severe.

May 10, 2019

A standalone third party trust can be a great opportunity for other family members to make a lifetime (or testamentary) contribution to a disabled individual.

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Featured Posts

At long last, HUD has published a letter confirming that ABLE Accounts (and money coming in and out of them) will not adversely affect eligibility for...

HUD Publishes Letter Regarding ABLE Accounts

May 4, 2019

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