Jun 17, 2019 | 2019, CLDP, Consulting, Deeds, Estate Planning, Prevent Probate, Trust
In doing research for a client I came across these pieces of valuable information for couples with an AB Trust. What is an AB Trust? An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the...
May 22, 2019 | 2019, Advanced Directives, CLDP, Deeds, Estate Planning, Health Care Directives, Health insurance, Income-Only Trust / Miller Trust, Legal document preparation, Medicare Insurance, Medicare Savings Plan, Power of Attorney, Trust
Did you know that … We also help with … – Insurance Services (no cost to you; compensated by companies) Medicare-related (Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Special Needs Plans, Medicare/Medicaid (Dual) plans Property &...
Sep 28, 2017 | 2017, Advanced Directives, Deeds, Estate Planning, Health Care Directives, Legal document preparation, Power of Attorney, Prevent Probate, Trust
Did you know ONLY 1 in 4 people in Arizona have completed their life and end-of-life care planning legal documents & over 60% of people lack will or estate planning (AARP.org)? In Arizona alone, our adult population is over 5 million people (US Census). That means...
Jul 14, 2017 | 2017, CLDP, Consulting, Deeds, Estate Planning, Legal document preparation, Prevent Probate, Trust
For financial accounts there is a document that you can sign at the institution. This document is known as the POD or Paid on Death designation form. This allows the named beneficiaries to provide your death certificate and their identification to prove they are the...
Jun 16, 2017 | 2017, ALTCS, CLDP, income, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Trust
John Doe has 2 incomes. The gross amount of income one is $1,705.00 and the gross amount of income two is $501.00. John is not married. The ALTCS income limit for 2017 for a single individual is $2,205.00. John’s income equals $2,206.00. He is only $1.00 over the...
Oct 7, 2016 | 2015, 2016, 2017, ALTCS, CLDP, Consulting, Estate Planning, income, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Trust
Folks are getting $2000 & up Miller Trust fee quotes at other firms. We can help! Ours start at $250! #altcsplanning...
