Month

April 2022
The administration of an estate and trust administration have in common moving financial parts than you might not expect. There are, however, different hard and fast rules governing each. While estate administration deals with the distribution of assets as stipulated in a Will; trust administration covers assets placed in trust by a grantor for named...
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The answer is: not really. All trusts are set up to manage assets while a person is alive. Differences in trusts are more stylistic, depending upon what benefits the grantor is seeking to achieve. A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a named...
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Medicaid planning encompasses a wide variety of services provided by professionals and volunteers. A general definition is any assistance provided to a potential Medicaid applicant in preparing their Medicaid application. Medicaid planning can be as basic as assistance with document preparation or as complicated as a complete restructuring of one’s financial assets to ensure the...
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