by Lori Pulvermacher | Nov 29, 2021 | Business, Estate Planning
Comprehensive estate planning is essential for everyone as most of us have either children, personal assets, or sentimental belongings that will be inheritable or require care in the case of children. However, for those people who are business owners, comprehensive...
by Lori Pulvermacher | Nov 16, 2021 | Estate Planning, Special Needs
Special needs trusts, how do they work? How do they involve Estate Planning? Third-party special needs trusts sometimes referred to as supplemental needs trusts, are estate planning tools for those parents of children with mental/physical disabilities and the elderly....
by Lori Pulvermacher | Nov 15, 2021 | Special Needs
Enabling the Disabled Let’s take a look at planning for disabled people live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to enjoy. And, though the rules can be...
by Lori Pulvermacher | Nov 8, 2021 | Aging, Elder Law, Estate Planning
Elder law, why is it necessary? Well, first we would like to state there is a difference between estate law and elder law? Estate law focuses on your asset distribution in a tax-advantaged manner after your death, while elder law seeks to preserve your money, assets,...
by Lori Pulvermacher | Nov 1, 2021 | Elder Law, Financials
We ask the question if military veterans are permitted to use their Department of Veterans Affairs Benefits to help with the cost of Long-term care? The answer is, as with most governmental things, complicated. We look at a much-underused pension benefit known...
