The following article is authored by Rebeca Kueny and published by Special Needs Alliance. Please follow the link below for information about spotting and avoiding COVID-19 scams. Read Article Here
Firm News
Bradley J. Frigon was recently quoted in a blog about the new SECURE act and it’s effect on Children with Disabilities. The blog covers the SECURE act and how it improves upon the old “Kiddie” tax that hurt children with disabilities. The blog also includes information about the IRA stretch provision and how to take […]
From first hand experience I can attest to the merits of the End of Life Options Act aka Medical Aid in Dying (MAID). It is a workable process to exercise your end of life right should you choose to. You don’t have to agree with it, you don’t have to ever consider exercising it but […]
A trust created by a family may go on for several generations. What makes sense now or how the trust is structured may not make sense for the next generation. There can be many events that require a trust to be modified after the original creators pass away. Changes in the law, change in circumstances, […]
Every once in a while, I make a point to report on an important court decision that has a significant impact on estate and trust planning. In the spring of 2018, the Colorado Supreme Court made such a decision in a case by the name of Sandstead-Corona v. Sandstead (“Sandstead”). The ruling by the Court […]
What does it mean?Until the passage of this Act, a special needs trust could not be established by the disabled beneficiary themselves. Someone other than the disabled person had to establish the trust: the assumption being that a disabled individual lacked the mental ability to establish a trust for their own benefit. Obviously, a glaringly […]
Tim Turner worked with his financial advisors and attorneys to make sure his children received the balance of his retirement funds when he died. Tim died of old age in 2008. Unfortunately, a single mistake derailed his well-laid plans. Members of his family realized shortly after he died that his IRA beneficiary form was not […]
Click here to read the Wall Street Journal article “When the Power of Attorney Lacks Power” dated June 13, 2016.
One area that causes a lot of confusion with regard to Medicaid is the look-back period. Medicaid, unlike Medicare, is a means-based program, which means that you are only eligible if your assets are below a certain amount. Asset levels for a married couple are very generous. A single individual is limited to $2,000 plus […]
Moving a family member to a nursing home is never a simple process. Finding the right facility, coordinating the move, managing a very sick family member and dealing with all of your emotions will easily overwhelm most of us. To make matters more difficult, the nursing home is asking you to sign a very complicated […]
