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Category Archives: Wills & Trusts

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THE INS AND OUTS OF MEDICAID PLANNING

Asset Protection, Business Planning, Plan right law, Wills & TrustsBy adminFebruary 27, 2019Leave a comment

Trying to determine Medicaid eligibility is very complicated. The rules are often changing, and they are different in each state. Often medical eligibility differs by what program you need.  In addition, the application is as well as the review process is lengthy. Sad to say, If Medicaid denies you, the consequences can negatively affect the…

4 THINGS A TRUST CAN DO THAT A WILL CAN’T

Estate Planning, Wills & TrustsBy adminOctober 5, 20182 Comments

#1 – Act as a Disability Plan. A revocable trust provides protection during three phases: what happens while the trust maker is alive and well, what happens if the trust maker is alive but not so well, and what happens after the trust maker dies. It’s during the second phase that trust really outshines a…

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