Month: November 2017

Avoid These Risks When You Set Up A Living Trust

A living trust is a reliable, flexible document that can be used to protect an individual’s financial assets prior to death. Putting a revocable trust in place protects real estate, cash assets, and other valuables and makes it possible to transfer these assets directly to an heir.

Leaving even a small inheritance to a disabled family member could cause government benefits to be reduced or eliminated, but a special needs trust can sidestep many of the restrictions involved so the disabled person can still benefit. An experienced estate planning attorney can help people create such a trust.

Month: November 2017

Avoid These Risks When You Set Up A Living Trust

Use Caution When Planning Your Estate if You Have a Disabled Beneficiary

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