As we celebrate National Estate Planning Awareness Week, October 19th -25th, now is the perfect time to assess your estate plan. Doing so helps protect your assets, plan for disability, minimize taxes, and prevent probate....
Read More ›Estate Planning is all about putting a plan in place that clearly communicates how you want your assets such as vehicles, bank accounts, investments, etc. to be distributed after you have departed....
Read More ›1. Bookkeeping and accounting 2. Trust property investments 3. Tax reporting 4. Distribution of trust property to beneficiaries with consideration to their current and future needs...
Read More ›In brief, special needs trusts work to make sure beneficiaries can still be eligible for government benefits even with income or resource limits....
Read More ›If so, you may want to set them up with a special needs trust to protect them from being penalized and/or disqualified from their Medicaid long-term care for having too many assets....
Read More ›Our services are designed for every phase of life, regardless of income or occupation. Our technology platform offers secure data storage, state law security compliant, and fully customizable! No missing information, No lingering questions!...
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