Special Needs Trust: Protecting an Inheritance without Losing Government Benefits

Many government benefits including Medicaid and Supplemental Security Income (SSI) are means-tested. In other words, eligibility for these benefit programs is restricted on the basis of both assets and income. ┬áIn addition to other requirements, a person may not have more than $2,000 in countable assets and a couple may not have more than $3,000 in … [Read more...]

Ten Common Estate Planning Mistakes

Barbara Buxton, a fellow elder law attorney, recently posted an article with common mistakes made during the estate planning process. We believe these tips to be helpful and beneficial to anyone in this position. Ten Common Estate Planning Mistakes 1. Procrastination. 2. Not creating more than a Will in your estate plan. (You don't create a … [Read more...]