In December, 2014, Congress passed the ABLE Act, which allowed those with disabilities that qualify to save money in a special type of savings account which is exempt from the means-testing required for Medicaid or Supplemental Security Income benefits. So…
When establishing a Special Needs Trust (SNT), one thing trustees want to know up front is what kinds of things can be paid for by the SNT on the beneficiary’s behalf. Whenever the SNT is set up, an instructional letter…
I have been practicing estate planning for two and a half decades, and have not seen nor prepared an electronic last will and testament. However, the use of an electronic will, or e-will, in Nevada has been possible since 2001.…
What do you do when someone dies leaving just a car or small bank account in their individual name? Perhaps he had a revocable living trust, but didn’t get all of his assets into the trust before dying. What needs…
While my focus is on helping people plan their estates and protect their assets, I recently ran across this article about what to do now to plan for a better retirement. Proper estate planning is just a piece of…
