Paul B. PlantAug 26, 20153 min readTrustsWhat is a Third Party Special Needs Trust??Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....
Paul B. PlantJul 14, 20155 min readTrustsThe Stages of Alzheimer’sIt’s instinctive to want a map. Where’s the next turn? It’s a human thought pattern. After we find out that a loved one has Alzheimer’s...
Paul B. PlantJun 18, 20153 min readTrustsFinancial Considerations for Remarrying Later in LifeWhat are the financial issues that come with remarrying later in life? I’ve been seeing a wonderful man for two years, and we’ve been...
Paul B. PlantJun 18, 20154 min readTrustsWho Will Receive Your Property??Great review of basic considerations before finalizing your estate plan. “Who should receive my property?” asked Helen to her attorney,...
Paul B. PlantMay 29, 20153 min readWillsMedicare: Closing the “Donut Hole”The government has made a commitment to close the “donut hole” gap in Medicare coverage by 2020, but many current beneficiaries still...
Paul B. PlantMay 29, 20153 min readPower of AttorneysBalancing A Career and Caregiving, You Can’t Go It AloneHollywood can be a great platform to provide mass exposure to many of the issues and challenges that plague society. It’s like the...
Paul B. PlantMay 29, 20154 min readReal EstateDomicile – Where You Live Affects Your TaxesA successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for...
Paul B. PlantApr 16, 20153 min readTrustsRetirement Planning Resources for WomenMost Americans could stand to improve their knowledge of retirement planning, but it is especially important for unmarried women. Here’s...
Paul B. PlantApr 16, 20156 min readTrustsTen Reasons You Should Update Your Estate PlanYou have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are...
Paul B. PlantApr 16, 20154 min readPower of AttorneysWhy Your Ill Parent Fools the Doctor & What to Do About ITCarol Bradley Bursack, with AgingCare.com, shares this: A frequent problem expressed among adult children is that their parents aren’t...