by Dwight Sowerby | Oct 19, 2017 | Healthcare, Medicaid
Should you prepare a Medicaid nursing home application yourself or hire an attorney? For some people, it might not make a difference but for others, attempting to file the application without legal help can prove to be financially disastrous. Even worse is letting the...
by Dwight Sowerby | Oct 19, 2017 | Trusts, Wills
A properly drafted standard revocable trust can be the beneficiary of an IRA- the key words being”properly drafted”. Using a trust as the beneficiary can be very helpful if the Grantor is concerned about asset protection for his or her beneficiaries. The...
by Dwight Sowerby | Aug 31, 2017 | Estate Planning, Trusts, Wills
As the season for enjoying our lake or beach property is winding down, the issue of dealing with those properties in an estate plan may arise. The family vacation home is sometimes a very tough estate planning challenge. This is especially true when the beach or lake...
by Dwight Sowerby | Aug 31, 2017 | Estate Planning, Trusts, Wills
A Section 529 Plan (named for the Internal Revenue Code establishing these accounts) may be a great way to not only help your children or grandchildren with their education but also could be a great estate planning tool. With a 529 plan, you initially fund it with a...
by Dwight Sowerby | Jul 27, 2017 | Trusts, Wills
Market Watch recently had an interesting article listing six “”Horror Stories” about beneficiary designations. Often overlooked in estate planning, beneficiary designations can be an extremely important planning tool- or a “Horror Story.”...
