Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
In our past few blogs we have been focusing on Medicaid and qualifying for it. This month we wanted to talk about if a Medicaid recipient is in a nursing home and their spouse, not in a nursing home passes away. If one spouse has to go into the nursing home, some planning can be […]
The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. If you have a tax-deferred retirement plan such as a traditional IRA or 401(k), you […]
