Co-authored by Joanna C. Feldman This question was recently asked at an event we hosted during which we discussed strategies to leave a legacy after death. A Medicaid Trust is an irrevocable trust used to protect assets should one need nursing home care and seek Medicaid to help cover the cost. Because assets in a Medicaid…
While I cannot say whether there are mistakes in your estate planning documents, the wording of your document may be confusing to you as a non-attorney. Legal documents contain a great deal of legalese. For purposes of this response, I am assuming that you are leaving all of your assets to your children. First, it…
Co-authored by Joanna C. Feldman This is a question that often comes up in the midst of the grief of losing a loved one. The thought of having to deal with bureaucracy, attorneys and Courts can be overwhelming. The first step is to determine – to the extent that you’re able – whether your sister…
