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Monthly Archives: June 2012

Life Insurance Can Help Fund a Special Needs Trust

Parents whose children include a special needs child have a unique estate planning challenge.  They are often torn between wanting to leave an equal legacy to all their children and knowing that their special needs child will probably need more … Continue reading

Posted in Estate Planning, Special Needs Planning, Trusts | Leave a comment

You May Need a Trust If You Own Real Estate in Multiple States

One of the factors we evaluate in helping people decide if they need a trust based estate plan or a will based estate plan is whether they own real estate in more than one state.  This is an important factor … Continue reading

Posted in Owning Real Estate in Multiple States, Trusts | Leave a comment

Elder Law Planning Isn’t Just For the Elderly

When people hear that I focus on the area of elder law, they assume that means I only help people who are elderly.  When I ask them what age fits into the description of elderly, depending upon their age, I … Continue reading

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There Are VA Benefits That Can Help With the Costs of Long-Term Care

When I am talking to clients about possible sources of financial assistance for long-term care costs and I mention the Veterans Administration, often I get the response that they have been to the VA and there are no benefits available … Continue reading

Posted in Long Term Care, Veterans Benefits | Leave a comment