jcrouch

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So far jcrouch has created 19 blog entries.

Veteran’s Benefits Planning-URGENT UPDATE

URGENT UPDATE On September 18, 2018, the VA released its long-awaited new rules concerning eligibility for need-based VA pension benefits like Aid & Attendance. These new rules drastically change planning for these benefits and make it more difficult to qualify for them. The new rules include, among other things: A “Net Worth” limitation equal to the

2018-09-19T16:00:10+00:00September 18th, 2018|

Do My Parents Need a Plan?

My family is going through one of our toughest times right now because my father-in-law made no plans. He was diagnosed with Alzheimer’s four years ago. He is highly functioning but has no short-term memory. Have you ever tried to reason with someone who has no short-term memory? He can come to a completely rational decision,

2018-07-31T16:24:09+00:00July 31st, 2018|

Heritage Trusts: Benefit 2

In an earlier blog you learned what a Heritage Trust is, what some of the benefits of having one are, and how it can solve the biggest problems with passing assets to your loved ones. It is something you set up during your lifetime to protect and preserve the assets you leave to your children in

2018-05-22T10:08:56+00:00May 22nd, 2018|

Protecting Your Children and What You Leave Them from Divorce or Lawsuit Using a Heritage Trust

Why do most people prepare an estate plan? Most people do so to take care of their family or loved ones. But the shocking reality is that most of the estate plans we review fail to do this. While there are many reasons for that, we will focus on one of the most important reasons -

2018-05-11T13:57:43+00:00May 11th, 2018|