by Susan Grissom | Oct 19, 2015 | Elder Care, Estate Planning, Wills & Trust
If you have a child or loved one who is receiving—or will receive—benefits under the Supplemental Security Income (SSI) and Medicaid programs because of a disability or age, including a Special Needs Trust in your Estate Plan may provide a mechanism for leaving your...
by Susan Grissom | Oct 6, 2015 | Estate Planning
It depends on the type of bill. Payments for medical, dental, and tuition are not subject to federal gift tax laws. But if you are paying other bills, you will be subject to the laws. This means that if you give away $14,000 or less to any one individual, you do not...