Should Your Agent, Trustee, Successor Trustee Also Be a Beneficiary?

Written By: Evie Curtis – Development Director, Assured Trust Company It happened again. The conversation that starts with, “BUT, it’s my inheritance.” My reply, “BUT, it’s not your money. It belongs to Mom, Dad, Aunt, Uncle ….” It is the time when families have that...

The Attorney’s Role in Medicaid Planning

Do you need an attorney for even “simple” Medicaid planning? This depends on your situation, but in most cases, the prudent answer would be “yes.” The social worker at your mother’s nursing home assigned to assist in preparing a Medicaid...