Rumor v. Reality No. 4: Using a Revocable Living Trust to Avoid ProbateApril 21, 2023Team TREELRumor: “Probate should be avoided, so I will create a revocable living trust.” Reality: In…Read More
Special Needs Trusts: Creating Financial StabilityMay 23, 2022Team TREELTo remain eligible for public assistance, someone who is disabled or unable to manage their…Read More
What is a Special Needs Trust?January 26, 2022Timothy RiceThis video will discuss the basics of a Special Needs Trust. Special Needs Trusts are…Read More
How are Special Needs Funds Spent?June 19, 2020Timothy RiceWhen a loved one is disabled and unable to manage his or her financial decisions,…Read More
Plan to protect kids with special needsAugust 20, 2019Timothy RiceRaising a child with special needs can be a rich experience. It’s also a costly…Read More
Communicate with your kids before leaving unequal assetsJanuary 10, 2018Timothy RiceWhen it comes to leaving money to the kids, some parents struggle to reconcile “equal”…Read More