Tag: Remainder Beneficiary

We Want to Draft Your Legacy

Is a Medicaid Annuity a Good Idea?

March 8, 2022
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
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What’s a QTIP Trust?

August 24, 2021
Creating a trust as part of an estate plan can help protect assets and ensure your financial legacy is preserved. If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
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Jupiter, FL 33458

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