by Madalyn Davis | May 15, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Much has changed in the world of estate planning for the disabled. Gone are the days when an individual had to rely on the generosity of family and friends or face being disqualified from government benefits. In the current age, a beneficiary can fund his or her own...
by Madalyn Davis | May 8, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Our last article gave an overview of Third-Party Special Needs Trusts, but Trusts are not one size fits all. We now turn to another option to provide benefits for special needs beneficiaries: Pooled Special Needs Trusts. Pooled Special Needs Trusts are a great tool...
by Madalyn Davis | May 1, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
The next four articles will be a mini-series focused on Special Needs Planning. Special Needs Trust can benefit anyone who is receiving government benefits. A good Special Needs Trust, also referred to as a Supplemental Needs Trust, can provide financial stability for...
by Madalyn Davis | Apr 24, 2018 | Elder Care, Estate Planning
Our last article focused on the basics of the Veteran’s Affairs Pension (“VA Pension”), but now we turn to the next level of income provided: aid and attendance. Like the basic pension, a veteran must still meet the service and monetary requirements, but a...
by Madalyn Davis | Apr 17, 2018 | Elder Care, Estate Planning
Despite its name, the Veterans Affairs Pension (“VA Pension”) does not act like a traditional pension and does not require a veteran have retired from the military. There are three primary requirements for the VA Pension: Service: A veteran must have...
