People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, […]

Estate Planning, Taxes, Trust

October 31, 2022

Trusts & Taxes: What Do You Need To Know

This year, Estate Planning Awareness Week runs from October 24th to 30th, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know […]

Estate Planning, Family, Trust

October 24, 2022

2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

What is a Medicaid Asset Protection Trust (MAPT)? When you think about estate planning, do not overlook eligibility for Medicaid. Many are of the mindset that they can avoid formal estate planning and still be eligible for Medicaid. The biggest mistake that people tend to make is transferring assets to their children to protect them, […]

Medicaid, Medicare, Trust

July 25, 2022

Medicaid & Medicaid Asset Protection Trust

Medicaid & Older Couple Reviewing Options

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