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...
by Susan Grissom | Apr 10, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Establishing an estate plan is critical for your family’s future. It’s important that you go through the proper legal channels and establish a will. The next step in the estate planning process is deciding where to store your will. In the event of your death, your...
by Susan Grissom | Apr 3, 2018 | Estate Planning, Wills & Trust
Estate planning for blended families can be difficult to navigate. Estate planning that takes the uniqueness of blended families into account can relieve a plethora of concerns. The key to this potentially sticky situation is open communication and the help of an...
by Susan Grissom | Mar 27, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
When you pass away without leaving a will, the state of Georgia calls that intestacy. Intestacy means the state, rather than you, decides who inherits what portion of your estate. Because death is a certainty for all of us, estate planning is a necessity. A resident...
by Susan Grissom | Mar 20, 2018 | Estate Planning
As you create an estate plan and put your financial affairs in order, your spouse and children are usually the people you are most concerned about providing for. How your children will receive their inheritance is a major concern in estate planning. Will you leave...
by Madalyn Davis | Mar 13, 2018 | Estate Planning, Wills & Trust
Many people think that because they have a small estate, a simple Will is all that is needed. This may be the case, but let’s look at a specific case when a small estate resulted in big problems. Meet David. David is smart and is in year three of his four-year program...
