Don’t Let an Inheritance Destroy Government Benefits Eligibility скачать в хорошем качестве

Don’t Let an Inheritance Destroy Government Benefits Eligibility

For most people, receiving an unexpected inheritance from a friend or family member is a delightful surprise. But for people receiving and dependent upon certain government benefits, receiving an inheritance can be a headache, or worse. This is because certain government benefits for people with disabilities have resource limits: if you have too many resources you are no longer eligible. In this episode, Kirsten and Madison will discuss the different strategies we use to deal with these problematic inheritances. More importantly, we will discuss strategies you can use to prevent problematic inheritances in your family. Do you need help with your estate planning or trust administration now? We’ve got you covered. Together our Absolute Trust Counsel team will review your situation and work to understand your specific needs to develop a strategic plan that will protect you and your loved ones, no matter what comes your way. Here's a link to schedule your free discovery call to get started today https://absolutetrustcounsel.com/sche.... Navigate the Administration of a Family Member’s Trust with Ease The job of a trustee isn’t as easy as one may think. You must give legal notices, retitle assets, file tax returns, understand a legal document, and perform a variety of tasks most people find unfamiliar. As a trustee, if you forget a step or make a mistake, you could be held liable. Protect yourself, have a plan, and find out the next steps about your specific trust. Schedule a one-hour roadmapping session with Absolute Trust Counsel. We will review your trust, answer your questions and develop an action plan to get the job done right. https://absolutetrustcounsel.com/trus... Looking for more resources? Absolute Trust Counsel has a library of free articles, checklists, and guidebooks to address the most common estate planning questions in easy-to-understand language. Explore those listed below, or for more, visit https://absolutetrustcounsel.com/reso....   Guidebook 2: Estate Planning – Beyond the Basics The Essential Guide For Estate Planning Beyond the Basics. Learn how to comfortably define gray areas and assess your own unique needs to effortlessly build a secure future now. Download Guidebook 2: https://bit.ly/ATCGuidebook   Guidebook 3: An Introduction to Family Trusts Building your estate plan couldn’t be easier. Get our free introductory guide to the number one used estate planning tool, family trusts, and understand exactly how we plan to protect your family. Download Guidebook 3: https://bit.ly/ATCGuidebook Do you have an incapacity plan? If the answer is no, you should consider adding it. It’s one of the most critical strategies you can have. To help highlight the importance, the Absolute Trust Counsel team and I are pleased to offer access to our Incapacity Planning Resource page. We’ve collected our top planning information all in one place so you can easily access our videos, guidebooks, blog posts, and more. Think of it as your one-stop shop for everything you need to know on implementing, planning, and protecting yourself and your loved ones with an airtight incapacity plan. What are you waiting for? Get your plan started! AbsoluteTrustCounsel.com/IncapacityPlanning   A person with special needs has their own unique needs, and their estate plan should reflect that, but it can come with its fair share of challenges that must be carefully thought out. If you are planning for a child or person with special needs or know someone who is, Kirsten, is pleased to share access to her Special Needs Resource page. By visiting https://absolutetrustcounsel.com/spec..., you find various tools, tips, and information to help protect and support the person with special needs for years to come.   Need a speaker to answer the unknowns of the estate planning world? Look no further than Kirsten Howe. Kirsten has spoken at dozens of organizations throughout the greater Walnut Creek area offering advice about the unknown or challenges of trust and estate administration, estate planning, special needs planning, and Medi-Cal planning. For more information about Kirsten, or to get started, visit https://absolutetrustcounsel.com/inte....   Facebook:   / absolutetrustcounsel   Twitter:   / kirstenhowe   LinkedIn:   / absolute-trust-counsel   Instagram:   / absolutetrustcounsel     Episode Credits The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit https://q2mark.com/.