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Estate Planning for Families with Special Needs Children

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Estate Planning for Families with Special Needs Children

25 July, 2007

...In the worst case scenario, the child may be rendered ineligible for SSI and Medicaid, and with this ineligibility for assisted housing, supported employment, vocational rehabilitation, group housing, job coaching,...

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Asset Protection Mistakes – 13 Tips

25 March, 2007

...income tax return with your spouse if you have any suspicion that he or she is not reporting all income, over-stating deductions, or is otherwise acting fraudulently or negligently. 11....

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Estate Tax Marital Deduction: Don’t “Overqualify”

8 March, 1999

...later with the $2 million comprising her estate. After applying her unified credit, the estate tax bill will be roughly $600,000. Example (2). The facts are the same as above...

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Estate Planning: Not Only for the Rich

17 August, 1996

...to do estate planning, a process so complicated that you often need a professional attorney and/or financial planner help. However, the following tips identify some classic problems to avoid when...

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