Nobody wants incapacity, not for yourself and not for your loved ones. But planning for that possibility can avoid complications and increase options. The article by my colleague and friend Steve Hartnett, an estate planning expert, discusses the elements of incapacity planning and the need for flexibility to do Medi-Cal planning which he refers to as Medicaid. It discusses how a trust with Medi-Cal triggers can allow that. All trusts prepared by our firm contain such triggers.
Latest posts by Timothy P. Murphy (see all)
- Clarity is Key to Planning - July 16, 2019
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- Why Crowdfunding May Cost You Medi-Cal Eligibility - July 12, 2019