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 »

Estate Tax Efficiency for Non-Citizen Spouses

Posted by & filed under Estate Planning, Estate Tax, General, Retirement Planning, Revocable Living Trusts, Trusts.

There are many high net worth individuals in the greater Dallas area, and when you have been financially successful throughout your life, you have to be aware of potential estate tax exposure. The federal estate tax carries a whopping 40 percent maximum rate, so your wealth can be significantly eroded if you take no steps… Read more »

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