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  • About
    • Becoming a Client
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Archives

Monthly Archive for: "February, 2022"
 When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan
0
By Linda Melancon
In Trusts, Estate Planning Awareness, revocable living trust
Posted February 28, 2022

When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan

Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate. There are a [...]

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 What Is a Special Needs Trust?
1
By Linda Melancon
In Special Needs Planning, Guardianship, Trusts
Posted February 28, 2022

What Is a Special Needs Trust?

Americans are living longer than they did in years past, including those with disabilities. Planning by parents can make all the difference in the life of a child with a disability, as well as [...]

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 Be Aware of the Dangers of Joint Accounts
0
By Linda Melancon
In Medicaid Planning, General Estate Planning, Uncategorized
Posted February 28, 2022

Be Aware of the Dangers of Joint Accounts

Many people believe that joint accounts are a good way to avoid probate and transfer money to loved ones.  But while joint accounts can be useful in certain circumstances, they can have dire [...]

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 Why a Power of Attorney May Not Be Enough
0
By Linda Melancon
In revocable living trust, General Estate Planning, Trusts
Posted February 25, 2022

Why a Power of Attorney May Not Be Enough

A durable power of attorney is a document that allows you to appoint someone you trust to step in for you to handle financial and legal matters if you become incapacitated. We all are at risk of [...]

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