Effective September 1, 2016 DHS Will Now Treat a Home in a Revocable Trust as a Countable Asset: This could mean that current residents will lose Medicaid benefits. On September 1, 2016, DHS changed the rules about how it treats assets in a Revocable Trust. As a result, more applicants will be denied benefits. […]
Why have a Maintenance Program? Just like a vehicle, an Estate Plans need maintenance. I regularly deal with new clients who have created an Estate Plan years ago. Assets, families, goals and needs change through the years. When this happens, the Estate Plan can become obsolete or ineffective. One of the main objectives is […]
