How is Income in Irrevocable Grantor Trusts Taxed?

Q. My mother set up an irrevocable grantor trust with your firm as part of her estate planning. Can you explain more to me about what that means? She also asked me to inquire about how the trust’s income is taxed and what forms … [Read more...]

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Planning for Long-Term Care (Part 5)

The Veteran's Aid and Attendance Pension BenefitThe best advice that I can give you when planning for long-term care is not to delay. We never know what the future holds. While we are able, we must prepare for a variety of … [Read more...]

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Planning for Long-Term Care (Part 4)

The most important thing that you can do in planning for future contingencies is to act now. The future may hold limited resources or health problems for you and either one of these may prevent you from taking care of the things … [Read more...]

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Planning for Long-Term Care (Part 2)

"Long-Term Care" refers to the broad spectrum of medical and support services provided to persons who have lost some or all capacity to function on their own due to a chronic illness or disabling condition, and who are expected to … [Read more...]

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Planning for Long-Term Care (Part 1)

Are you one of the millions of Americans over age 50 who has not yet started planning for long-term care?As financially responsible adults, most of us are prepared for some unexpected disasters – we pay for health and property … [Read more...]

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It’s the Big Day! “Protect and Defend!” is FINALLY Here! Get your Bonuses TODAY!

Today is the big day!  Evan Farr's new book -- “Protect and Defend” -- is available NOW! “Protect and Defend” is the book that Evan has been working on for the past 8 months along with several of America’s other … [Read more...]

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My New Book Comes Out Tomorrow! And So Do Your Bonuses!

As I announced on Monday this week, over the last 8 months I have been working on a book with some of America’s Premier Legal Experts from all around the country.  In the process of writing this book, we all agreed to share with … [Read more...]

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Protect and Defend

STOP AND THINK! Do you know what legal steps you need to take to safeguard... Your business? Your money? Your family? Maybe you were caught in a car accident where you're not sure of your rights, or you're looking for a lifetime … [Read more...]

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“What if I can’t qualify for long-term care insurance?”

The Living Trust Plus™ is a revolutionary asset protection trust, designed to help the middle class protect assets from the devastating expenses of long-term care.   If you've attended one of my seminars you are already … [Read more...]

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Case Example: Importance of a Properly Drafted Irrevocable Income-Only Trust

Some attorneys and others interested in the field of Medicaid Asset Protection may have been a bit worried about a recent case arising out of Wisconsin -- Hedlund v. Wisconsin Dept. of Health Services (Wis. Ct. App., No. … [Read more...]

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