Nobody wants incapacity, not for yourself and not for your loved ones. But planning for that possibility can avoid complications and increase options. The article discusses the elements of incapacity planning and the need for flexibility to do Medicaid planning. It discusses how a trust with Medicaid triggers can allow that. Incapacity Planning … [Read more...]
Planning for Frequent Flyer Miles
This article examines the transfer of frequent flyer mile accounts to beneficiaries. It looks at Anthony Bourdain’s will and its disposition of his miles. The article points out that these are contractual rights and you may or may not be able to transfer them at death. Planning for Frequent Flyer Miles … [Read more...]
Tips for the Parents of a Child with Special Needs
For the parents of a child with special needs, estate planning takes on a heightened importance. Simply including your child as a beneficiary in your estate plan will not suffice when your child has special needs because direct gifts could jeopardize eligibility for much-needed assistance programs such as Medicaid and Supplemental Security Income (SSI). The special needs planning attorneys at … [Read more...]
Apollo 11 Astronaut Sues Children for Mismanaging Money
In 1969, Buzz Aldrin was the second human being to step foot on the Moon’s surface as part of the Apollo 11 mission, cementing his spot as one of the most important people of the 21st century. Today, at age 88, he is embroiled in a legal battle with his own children who claim he is suffering from dementia. Buzz claims they have mismanaged his finances. Sadly, it is an excellent example of why … [Read more...]
Veterans Often Have to Fight for Benefits They Deserve
Everyone living in the United States today owes a debt of gratitude to the millions of men and women who have served in the U.S. Armed Forces. The government owes those men and women the benefits they were promised and to which they are entitled. Unfortunately, veterans often have to fight for the benefits they deserve. Sadly, one veteran, Robert DiCicco, died waiting for the Veterans … [Read more...]
Vero Beach Living Trust Attorneys Steer Clear of Probate
Creating a successful, and comprehensive, estate plan requires you to do more than simply focus on to whom you wish to gift your estate assets. You will also need to consider how and when those assets are distributed. For many people, avoiding probate is also an important estate planning goal. If you hope to steer clear of probate, the living trust attorneys explain how a trust can help your … [Read more...]
Questions to Ask When Choosing a Trustee
Although your Last Will and Testament likely serves as the foundation for your estate plan, if you create a comprehensive estate plan it will include a wide range of additional estate planning tools and strategies that are used to accomplish related goals and objectives. One of the most common additions to a well-rounded estate plan is a trust. A trust can help you achieve numerous estate planning … [Read more...]
Hurricane Season Tips to Protect You, Your Family, and Your Assets
If you live in the State of Florida, or own a vacation home here, you know how important it is to prepare for hurricane season. The 2018 hurricane season began June 1st and runs through November 30th, with the peak occurring mid-August through late October. To help keep you, your family, and your assets safe during hurricane season, the estate planning attorneys at Kulas Law Group have prepared … [Read more...]
Medicaid Planning Requires Understanding How Medicaid Recovery Works
For many people, Medicaid planning is an essential addition to a well thought out estate plan. The need for Medicaid planning stems from the potential need for long-term care and the corresponding high cost of that care. Understanding the need for Medicaid planning, however, is only the beginning of formulating a successful Medicaid planning component. You also need to understand the often … [Read more...]
Dead Hand Control: How Much is Too Much?
This article examines trying to exert control over your beneficiaries after death. Often, clients try to dictate the exact manner in which funds are used. Usually, it is a better course to give the trustee discretion. Dead Hand Control: How Much is Too Much? … [Read more...]
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