Blog Posts in April, 2016

Estate Planning for Families with Special Needs Children - Part Two

Supplemental Needs Trusts If you are the person in Scenario 1 from Part 1 of this series (the parent or grandparent of a child with special needs), and you wish to provide your loved one with ...
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Estate Planning for Families with Special Needs Children - Part One

Who Needs Special Needs Planning? Any family member or loved one with disabilities or special needs who relies (or may come to rely) on certain needs-based government benefits [e.g. Supplemental ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part Four

Wait! I was told that you don’t really avoid Probate with a Living Trust This is completely false if all probate assets are transferred to the Trust, and we are defining probate as the standard ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part Three

How big should my Estate be before I worry about probate? This is the trick question that plagues so many lay-people and professionals. I have seen some less experienced professionals try and create ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part Two

How is a Living Trust different than a Will? A Will is a death instrument, and is practically speaking, a set of instructions that is provided to the probate court. A Living Trust on the other hand ...
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