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This attorney needs to know the best planning options for your loved one, how to get them qualified for the right direction for facilities that will give your loved one the care they deserve and meet their personal required to complete continuing education with every renewal of their certification, so they remain qualified Personal Experience Many of our team members have experienced a loved one’s journey with dementia first-hand For many of our team members, this personal experience with dementia drives their passion for helping

In order to qualify for Medicaid, you need the assistance of an experienced Houston Medicaid planning To qualify for Medicaid, you must meet certain eligibility requirements, including income and asset limits Some people think they can simply transfer their property and money to their children to qualify for Medicaid planning refers to the estate planning strategies of structuring your assets and income to qualify lawyer can also provide customized planning for your unique situation, with your specific financial and personal

Even after going into a nursing home there are opportunities to protect life-savings and become qualified Essentially, any Medicaid payments that are made on behalf of a nursing home resident will become a claim Congress has passed specific rules for spouses of nursing home residents to ensure that they don’t become

may be incapacitated and there is probable cause to believe that the person or their estate requires The temporary guardian may be authorized to make health care decisions, decide residence, or make financial Qualifying for Emergency Appointment of a Guardian To qualify for emergency guardianship, you have to prove there is an imminent threat of danger to their person or estate. or property and what authority is necessary to protect the person An Attorney Ad Litem is appointed

IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest Here are few ideas: If tax rates increase, qualified accounts don’t give you any protection from future Talk with a qualified estate planning attorney when designating your primary, contingent, and tertiary Talk with an estate planning attorney to be certain that the IRA’s beneficiary is a trust that qualifies

It’s now permanent for those over 70 ½ to make a tax-free “qualified charitable distribution” with a rollover of up to $100,000 per year from an IRA to a qualified charity. otherwise taxable distribution from an IRA by having the IRA trustee make the distribution directly to a qualified The IRS allows every person to give up to $14,000 annually to an unlimited number of recipients without

The big challenge for residents in these states is that the maximum size of an estate you can pass to Talk with a qualified estate planning attorney about a sound estate planning strategy to help you reduce

You do not need to have a service-connected disability to qualify.   to Plan for Eligibility There are strict income and asset requirements that must be met in order to qualify attorneys are available to assist you in order to determine the best legal and financial tools necessary to qualify

This is what is known as a Qualified Charitable Distribution, or QCD. Required minimum distributions must begin by the time the person turns 72. Qualified charitable distributions are a great way to meet RMD requirements while benefiting your favorite

The insurance agent actually convinced the man to combine the funds from an IRA with non-qualified assets Co-mingling qualified assets with non-qualified monies is illegal and subjected this man and his family

When meeting with a Houston estate lawyer, people discuss their financial, legal, and personal concerns A qualified estate lawyer can help you create a charitable giving plan that faithfully conforms to your That is why it is important to seek the counsel of a qualified estate planning lawyer to make sure that

If that’s the case, you need to talk with a qualified estate planning attorney to draft a prenuptial Make certain that you talk with a qualified estate planning attorney.