Quite commonly, clients own real estate in more than one state. Their question: How will their Family Trust deal with that? The answer is “exceedingly well.” Here’s how that works . . .
When a Family Trust is created and one’s home is transferred into the name of the trust, it is important to submit a Homeowners Exemption application on behalf of the trust. . .
Care must be taken in connection with an inheritance left to a child who is receiving Supplemental Security Income (SSI) from the Social Security Administration. . .
Blended families can be wonderful things. But they can also strain relationships. One of the strains that often arises is rooted in fears about the loss of an inheritance. Here’s how that can develop . . .
Medicaid is a “means-tested” program. That is, if a person has the financial means to pay for his own care, Medicaid will not take care of a person until his own resources are exhausted. . .