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. A special needs trust can hold assets, such as life insurance money, for your child without disqualifying them from government benefits. You have a large death benefit and want to control how it’s used. Even if your kids are old enough to receive a death benefit (typically 18 or 21...
When you create a valid will as part of your estate plan, you can officially name legal guardians for your children. This allows you to choose the specific person or persons you want to take over physical custody and care for your kids’ everyday needs like housing, education, healthcare,...
You may feel like everything is going right at the moment for you and your family. You have a nice house (and it’s paid for), your retirement nest egg is looking good, your business is thriving, your kids are successful in everything they do—school, gymnastics, soccer, and violin....
The Bishop of Birmingham Charitable Trust Property for Kids The Charles Michael Holloway Charitable Trust The Reed Foundation Creative Futures Fund Richardson Brothers Foundation The D’Oyly Carte Charitable Trust The Saintbury Trust The Eveson Trust The Sebbie Hall Kindness Foundation The Grimmitt Trust...
“My job is to make sure that the growth that happens is well-founded, well-reasoned and will provide impact for the kids in the short and medium term,” he said. He added that he has seen a lot of mergers coming to the advisory board.“I hope all schools are in strong families, ...
Creating a last will is vital, but it’s just one estate planning tool. To fully prepare for your loved ones’ future, you need assistance from a reputable and responsible wills and trusts attorney to assist with your comprehensive estate planning. Due to incorrect information that is spread ...
Life is full of transitions and the actions taken to prepare for such transitions. Parents spend time and money preparing for the transition of a child from infant to a toddler. We winterize our cars and our homes; preparing for the changes in seasons. And as our kids grow older and leav...
within the 60-month period preceding the Medicaid application. That is a key thing to remember. I really can’t remember the last time I met with an individual or couple for Medicaid qualification and they had not given their kids, grandkids or someone else who they cared about some amount...
using the assets in the briefcase. At some point, you get sick and can't handle your own affairs, so you hand the briefcase to your spouse or one of your kids whom you trust with money. They use the assets in the briefcase for your care. Upon your death, what's left in the brief...