This is the year for finally establishing a complete estate plan! Part of your complete estate planning could include a trust. Some situations are best handled by a trust, but it’s not the right fit for everyone. In our practice we think it’s really important…
Category: Trusts
Make Estate Planning a Part of Your New Year’s Resolutions
It’s unbelievable, but 2019 is almost over. As we approach the new year, it’s time to start thinking about new year’s resolutions. This year it’s time to make estate planning a part of your new year’s resolutions. Like most people, you’ve probably been putting off…
Georgia Nursing Home Medicaid: Setting up a Qualified Income Trust
Our last blog covered the top three things you should know about Georgia Nursing Home Medicaid. Coming in at #1 was: You likely don’t make too much money to qualify for nursing home Medicaid. This confuses so many families—and even professionals. …
Expert Tips for Georgia Medicaid: Hide Your Assets in a Trust?
“Can’t I just put Mama’s assets in a trust and then apply for Medicaid?” We hear this question maybe weekly. Unfortunately for these families, qualifying for Medicaid is not that easy. Medicaid Asset Limits In Georgia, you cannot own more than $2,000 of countable assets…
Working with a Professional Trustee
It is news to many individuals that you can hire a professional to be the trustee or executor of their estate. Whether a will or trust is completed, everyone needs a representative to handle their estate after their death. For most individuals, this representative is…