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Planning with Disabilities or Special Needs in Mind, Free Online Event
Discover how a Special Needs Trust can avoid a disastrous mistake made all too often. Every penny and benefit is valuable to those who are not able to provide income form themselves. If someone receiving governmental income or benefits inherits they may lose that safety net if not properly structured.
Protecting Special Needs Children from Predators
Failing to provide for an individual with a special need may render them vulnerable to predators. A recent case describes how a boyfriend took part in drug use that left a daughter with severe brain damage. Later after her mom died, he married her with an eye on her inheritance and disability income. Planning could have prevented the theft, neglect of care and further drug use.
Special Needs and Supplemental Needs Trusts
Families who have a loved one with a disability, receiving SSI income or has special needs should pay particular attention to their estate plan. When developing a Special or Supplemental Needs Trust, it is important to keep needs based governmental benefits in mind. Standard trusts often can cause an individual from becoming ineligible to receive […]
Planning with Disabilities or Special Needs In Mind: MAC Center Event
Families with a member with a disability, receiving SSI income or has special needs should pay particular attention to their estate plan.  This short presentation will discuss ways to protect the inheritance as well as income and benefits. Who should attend? Parents Grandparents Spouses Children Advisors  Who Can Benefit from the Planning? Early onset such […]
DocuBank, Worldwide Access to Your Living Will
DocuBank, Worldwide Access to Your Living Will Member Number: PIN: Personal Password:   Forgot Password or First Time User Part of my Client Maintenance Program includes a membership to DocuBank. DocuBank provides hospitals with immediate access to your healthcare directives and emergency information, 24/7/365. Our office includes DocuBank as part of our client service package […]
The Family Trust, Changeable & Revocable
    A Powerful and Affordable Estate Planning Tool When most people think of Estate Planning they think of a Will. A key component in many Estate Plans is a Revocable Living Family Trust. A Trust is similar to Will because it designates who will receive property. However, unlike a Will it can designate when […]
Maximizing Inheritance with a Stretch IRA Trust
Maximizing Inheritance with a Stretch IRA Trust This Article discusses the Stretch IRA Trust One of the goals of most Estate Plans is to maximize the value to those who inherit.  IRAs provide one example why experienced advice is necessary.  By following the IRS trust rules heirs can receive tremendous benefits from the tax deferred […]
Inherited Headaches: Small Estates, Delayed Probates and Out-of-State Decedents
Here is the problem.  Title in many assets does not automatically pass to the relatives without a court order. Troublesome assets include: Real Estate Oil, Gas, Royalty and Mineral Interests Vehicles Bank Accounts Often children or even a spouse may find that they are unable to sell, mortgage or transfer the property because “title” is […]
Estate Plan, Wills, Trusts and other Protections
    An Estate Plan insures that the right people get the right things at the right time; for example: You want to make sure that there is somebody to take care of your financial affairs if you become unable to do so. You may want your children to inherit money or property but also […]
Edmond Oklahoma Estate Planning Attorney
Edmond Oklahoma Estate Planning Attorney   Creating an Estate Plan is like a journey that requires a guide.   My role is to listen, advise then create an estate plan that meets your needs, goals and concerns.   How Do I Begin My Estate Plan? Edmond Oklahoma   Think of it as getting the Right […]

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