Month: July 2021

Four Reasons Not to Leave Your Disabled Child’s “Inheritance” to your Non-Disabled Child

John and Nancy have two children, Michael and Maria.  Maria is disabled and receives a number of public benefits to support her care needs.  John and Nancy intend to leave their entire estate to Michael.  Their logic is that Maria will continue to receive public benefits since she will have no additional assets in her […]

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Estate Planning to Protect Assets from Long Term Care Costs

The tightening of public benefits eligibility rules favor those with time to plan. If you have a family asset that is important to protect, whether it be a family business, farm, or accumulated savings, planning early can ensure those assets can be passed to the next generation. Information and articles from our website are presented […]

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