News & Resources

You may have created a trust to protect your assets if you need nursing home care or, you may advise clients who have done this.  I am going to call this type of trust a Medicaid Asset Protection Trust. As you probably remember, five years must pass before the assets in this trust are protected. 

A couple months back, I wrote about the Medicaid Rules, how they apply to your home, and introduced the Medicaid Asset Protection Trust.  This month, I would like to further explain the Medicaid Asset Protection Trust and how it is used to protect your home. To start, let’s review the general structure of a Medicaid

A trust is a great way to ensure that your final bills will be paid, your personal property will be distributed, and your remaining assets will be distributed or held in trust per your wishes.  A trust also allows for someone to manage the trust assets for your benefit while you are still alive but

An original document (versus a hard copy or electronic copy) is less meaningful to people who regularly deal with digital documents and electronic signatures.  People growing up in a digital age do not always connect the importance of having possession of the actual document that a person signed with a pen!  However, the original Last