A recent New Jersey case (July 2018) resulted in a decision requiring proper and detailed documentation in order for money paid to family caregivers to qualify as a Medicaid penalty exempt transfer of assets. In E.B. v. Division of Medical Assistance, the daughter of the Medicaid applicant […]
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SHOULD I ADD A JOINT OWNER TO MY FINANCIAL ACCOUNT(S)? Clients frequently ask me questions about adding children or other individuals as joint owners to their bank or investment accounts. This article will outline some of the positives that result from adding someone as a joint owner […]
Read more →Here is another common mistake in our “Estate Planning Mistakes To Avoid” series: Do not assume family members are the best choice to act as Trustee. You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]
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