Resources

The Medicaid look-back period is a 60-month timeframe during which asset transfers are reviewed to determine eligibility for benefits. Improper transfers may result in penalties, delaying coverage.

Discover the advantages of early estate planning with a trusted Michigan attorney. Start protecting your assets and loved ones today.

One area people may not consider after divorce is updating their estate plan. Read this blog to learn why it should be a bigger concern.

A retirement trust is an irrevocable trust that holds retirement assets, provides benefits during retirement, and offers tax advantages by managing distributions. Find out if it's right for your needs

Wills and trusts each serve unique functions in an estate plan. Learn about the differences between these two in our blog.

There are certain elements you should be sure to include in your estate plan. Wills and trusts are just the beginning.

‍A 2-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts.

The COVID-19 pandemic has been particularly devastating to people with disabilities. Studies indicate that they are three times as likely to die from the virus as the general population.

President-elect Joe Biden has made more promises to the disability community than perhaps any incoming president in U.S. history, raising the hopes of advocates.

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.

Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.

Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.