Harwell & PlantApr 244 minEstate PlanningWhat is a Pour-Over Will?A pour-over will is a simple document instructing that any assets you personally own at the time of your death be transferred to a trust.
Harwell & PlantFeb 76 minTrustsFive Effective Uses of a TrustThe type of trust you choose depends primarily on the objectives but also on the type of assets you intend to transfer to the trust.
Paul B. PlantJan 17, 20192 minTrustsHow Does Medicaid Treat IncomeThe basic Medicaid Rule for nursing home residents is that they must all of their income, minus certain deductions, for their care. These...
Paul B. PlantSep 14, 20183 minTrustsCaring for Minor ChildrenPersonal Guardian for Minor Children One very important decision for you to make when creating a plan is to decide who would be the...
Paul B. PlantAug 15, 20173 minTrustsCaring for Minor Children“Who would take our children? I am not sure anyone would be willing to take them,” remarked Shelly to her attorney, Jim. “It’s not that...
Paul B. PlantSep 29, 20153 minTrusts5 Issues to Consider When Creating a Special Needs TrustWhile day-to-day obligations can certainly get in the way, at some point as a parent of a child with special needs you will need to...
Paul B. PlantAug 26, 20154 minTrustsYour Living Trust ChoicesThe living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are...
Paul B. PlantJun 18, 20154 minTrustsWho Will Receive Your Property??Great review of basic considerations before finalizing your estate plan. “Who should receive my property?” asked Helen to her attorney,...