Monthly Estate Planning Newsletter

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Hi, . Here are your Articles for November 3, 2015.

Immediately after a loved one dies, the people closest to the deceased may wonder: Who has access to his or her possessions and assets? It depends on whether the person had a will, what the will says and the type of assets the decedent owned. In general, china and jewelry are treated differently from a bank account. This article explains the various types of assets, along with some basic considerations. Copyright © 2015

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If you are looking to protect your assets in the event you collect Medicaid or other federal benefits, you may want to consider a hybrid trust. When properly structured, this irrevocable trust vehicle may allow you to qualify for benefits and still supplement your income. Here are the basics. Copyright © 2015

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If you help support an elderly parent with medical bills, dependent care costs or other expenses, you may be entitled to some valuable tax breaks. Take a look at five opportunities you might have overlooked. Copyright © 2015

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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

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