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Monthly Archives: June 2017

Special Needs Trusts: Trustee Responsibilities

A special needs trust is often established so that the beneficiary can have access to funds that are left to him or her during their lifetime or that are left to him or her from an estate.  It also serves to preserve the beneficiary’s means-tested government benefits.  It’s important to understand that a beneficiary’s special […]

The Difference Between Medicare and Medicaid

Are you confused about the differences between Medicaid and Medicare and how they can affect estate planning?  If so, you are not alone.  The differences between each of these benefit programs can be confusing and complex.  Read on to learn more about each program and how they can affect your long term care plan. Signed […]