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The Medicaid Planner's role is to achieve the client's planning objectives through the use of various legal tools and avenues.

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Medicaid Planning is the process of using existing laws and financial tools available to achieve Medicaid eligibility.

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Many individuals seem to have the mistaken belief that the terms “will” and “trust” are interchangeable. This belief can lead to significant costs that one assumed he was avoiding by executing estate documents. Below, I have listed a few differences that set wills and trusts apart. A will must be probated, but a trust does not. If you have a ...

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I recently had a client ask me if I could create a trust that would allow him unlimited access and control of his assets while providing protection from potential creditors and money-hungry claimants. Unfortunately, Texas does not have a domestic asset protection law. In fact, it is against public policy for a settlor to create a trust for his own ...

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It is quite common for individuals to put creation of their estate plan on the back-burner. Why? Maybe because their passing isn't something they want to think about. Or maybe they just don't see the urgency of the matter. The problem with procrastination in this area is that it can have a significantly negative-impact on your beneficiaries upon your passing. ...

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"Make these decisions so your family doesn't have to."Estate planning is not just for the ultra-wealthy. Everyone over the age of 18 should have an estate plan in place. A complete estate plan includes more than a will to determine who gets what if you pass away; it should include durable and statutory power of attorneys, as well as health ...

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As we all know – part of working is paying taxes. Part of these taxes go toward Social Security. The Social Security Act is a long and complex animal. For the purpose of this post we need to know the basics: you social security taxes are for retirement and disability (disability discussion is for another day on another blog).

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This is an article written by Matthew Redding, Sr. of Metroplex wealth. The link to this article is: http://blog.annuity123.com/concept-family-office/. Recently, I had a potential client that was frustrated with their financial situation. They had a financial advisor for their stock and bond investments, a CPA doing their bookkeeping for their business, an attorney handling their estate planning, wills and trusts, ...

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I follow the State Bar of Texas (SBOT) on twitter. One day, after lunch, on my way back to the office I saw a tweet asking lawyers to tweet their vacation pictures with the hashtag #lawyervacay. I had recently returned from a trip to Hawaii and had the perfect photo in mind. I tweeted the photo and instantly the SBOT ...

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