Can You Use an IRA for Estate Planning Purposes?

Posted by & filed under Estate Planning, Retirement Planning.

An individual retirement account can provide a valuable nest egg during your senior years. However, under certain circumstances, an IRA can also be useful from an estate planning perspective. Essentially, there are two different types of individual retirement accounts: traditional IRAs, and Roth individual retirement accounts. There are some similarities between them, but there are… Read more »

Can a Person With a Disability Create a Trust to Preserve Benefits?

Posted by & filed under General, Incapacity Planning, Medicaid, Special Needs Planning.

Before we address the question that serves as the title of this post, we should provide some background information about Medicaid, Supplemental Security Income, and the plight of disabled individuals. Need-Based Government Benefits Medicaid is a jointly administered state/federal government health insurance program that can potentially be available to financially needy individuals. Because it is… Read more »

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