Tag Archives: guardian

Caring for Minor Children

“Who would take our children? I am not sure anyone would be willing to take them,” remarked Shelly to her attorney, Jim. “It’s not that they aren’t good children. They are all fine, but there are 11 of them! If something happens to Pat and me, who will take them?” Continue reading

What is a Third Party Special Needs Trust??

Special needs trusts come in three main flavorsfirst-party special needs trusts, third-party special needs trusts, and pooled trusts.  All three trust varieties are designed to manage resources for a person with special needs so that the beneficiary can still qualify for public benefits like Supplemental Security Income (SSI) and Medicaid.  While first-party special needs trusts and pooled trusts hold funds that belong to the person with special needs, third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of trusts. Continue reading

What is a Third-Party Special Needs Trust??

Special needs trusts come in three main flavorsfirst-party special needs trusts, third-party special needs trusts, and pooled trusts.  All three trust varieties are designed to manage resources for a person with special needs so that the beneficiary can still qualify for public benefits like Supplemental Security Income (SSI) and MedicaidContinue reading

Vacation Check List

1. Pack swim suit 2. Stop the mail for the week. 3. Ask neighbors to water the flowers. 4. Review estate plan. – – – – Say What? Truthfully, all of us are aware that increased travel brings with it increased risk. Travel accidents occur every day, and we would not be doing our family justice should we neglect to insure that our affairs are in order before leaving for that long awaited vacation. Some concerns: Continue reading

How to Ensure Your Pets are Cared for After You’re Gone

Pet trusts have become more and more popular over the years as senior pet owners are looking for ways to ensure their pets will be well cared for when they’re not longer able to do the caring.

Here are sine tips to help you get stated.

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