by Kelly Alexander | Sep 21, 2022 | Blog, Estate Planning, Guardianship, Probate and Trust Administration, Trusts
A client asked me this question this week. As usual, the answer is “It depends.” Everyone’s legal, health and financial situation is a little different. Some factors it can depend on will be discussed below. But the first question is: What do you want to...
by Jill Burzynski | Jun 3, 2016 | Blog, Caregiver Issues, Financing Long Term Care, Medicaid, Trusts
Many clients come to us with Living Trusts (also known as “Revocable Trusts”) in place that were prepared 10-15 years ago when the amount that one could pass to beneficiaries without paying estate taxes was significantly lower. Trusts were needed back then to minimize...