Medicaid planning is the process of determining if a Maryland resident is suitable for the program. Determining eligibility involves understanding the terms of the program and reviewing personal finances. Additional strategies are used to decide if Medicaid is an...
Plan For The Future With Confidence
Month: July 2022
Mistakes to avoid when updating your estate plan
You already know the importance of establishing an estate plan once you have married, had a child, or accumulated wealth. However, updating your estate plan is just as important. Be careful about updating your plan, as many Maryland residents tent to forget certain...
The benefits of a special needs trust
A special needs trust allows a disabled individual to get the financial assistance they need without having to rely solely on government assistance. Setting up a special needs trust also means that your Maryland loved one will still be able to receive benefits such as...