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The Medicaid Planner's role is to achieve the client's planning objectives through the use of various legal tools and avenues.

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Medicaid Planning is the process of using existing laws and financial tools available to achieve Medicaid eligibility.

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Many individuals seem to have the mistaken belief that the terms “will” and “trust” are interchangeable. This belief can lead to significant costs that one assumed he was avoiding by executing estate documents. Below, I have listed a few differences that set wills and trusts apart. A will must be probated, but a trust does not. If you have a ...

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I recently had a client ask me if I could create a trust that would allow him unlimited access and control of his assets while providing protection from potential creditors and money-hungry claimants. Unfortunately, Texas does not have a domestic asset protection law. In fact, it is against public policy for a settlor to create a trust for his own ...

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