CMS has published the 2017 Spousal Impoverishment Standards at:
Qualified Income Trusts (also known as Miller Trusts or a QIT) are necessary when the…
Trusts, like everyone else, pay taxes when they earn income or sell capital assets for…
People often visit us and ask about using a trust to protect assets in the…
Last year we wrote about qualified longevity annuity contracts, sometimes referred to as QLACs. On…
People regularly ask us whether they should use a trust to protect assets in case…
We haven't posted much lately because we've been busier than a one-armed paper-hanger, but we…