Case Study: Financial Gifts to Children

The state won’t let you just give away your money or your property to qualify for Medicaid.

After her 73-year-old husband, Harold, suffers a paralyzing stroke, Mildred and her daughter, Joan, need  advice. Dark circles have formed under Mildred’s eyes. Her hair is disheveled. Joan holds her hand.

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Case Study: A Trust for a Child with a Disability

Margaret and Sam have always taken care of their daughter, Elizabeth. She is 45, has never worked, and has never left home. She is “developmentally disabled” and receives SSI (Supplemental Security Income). They have always worried about who would take care of her after they die. Some years ago, Sam was diagnosed...

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ASPCA Article: Pet Trust Primer

Those of us who think of our companion animals as family members are aware of our responsibility to these dependent creatures. It is important to make sure that their care and comfort continue uninterrupted should we become incapable of caring for them ourselves. One way to plan for that contingency is to...

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