Category Strategies

An irrevocable trust is a legal arrangement in which you transfer assets to a trust that cannot be modified, amended, or revoked once it is...

Asset protection strategies are legal methods to safeguard your wealth from creditors, lawsuits, and financial claims before a crisis strikes.

The five-year look back is a financial review process where you examine how your retirement savings, investments, and pension benefits have performed over...

Medicaid planning basics refers to the strategic steps you take now to protect your assets while ensuring you can afford long-term care when you need it.

A pooled trust option in retirement planning is a collective investment vehicle where assets from multiple individuals are combined and professionally...

An Able account and a special needs trust (SNT) serve similar purposes—protecting disabled individuals' financial security while preserving government...

A self-settled trust (SST), sometimes called a self-settled special needs trust or Medicaid trust, is fundamentally distinguished by who creates it and...

A supplemental needs trust is a legal document that allows you to set aside money for a family member with disabilities without disqualifying them from...

A special needs trust is a legal arrangement that allows you to set aside money and assets for a family member with a disability without disqualifying...

A spendthrift trust is a legal arrangement that controls how and when beneficiaries receive money from a trust, preventing them from squandering assets or...