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  2. Special needs trust - Wikipedia

    en.wikipedia.org/wiki/Special_needs_trust

    A special needs trust, also known in some jurisdictions as a supplemental needs trust, is a specialized trust that allows the disabled beneficiary to enjoy the use of property that is held in the trust for his or her benefit, while at the same time allowing the beneficiary to receive essential needs-based government benefits.

  3. Supplemental needs trust - Wikipedia

    en.wikipedia.org/wiki/Supplemental_needs_trust

    Supplemental needs trust is a US-specific term for a type of special needs trust (an internationally recognized term). [1] Supplemental needs trusts are compliant with provisions of US state and federal law and are designed to provide benefits to, and protect the assets of, individuals with physical, psychiatric, or intellectual disabilities, and still allow such persons to be qualified for ...

  4. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .

  5. We’re a retired couple in our 60s with one child who will ...

    www.aol.com/finance/retired-couple-60s-one-child...

    An estate planning attorney can help you determine if it’s an option in your state. Another option is to add your child's name to your home’s deed, effectively transfering ownership while you ...

  6. I’m an Estate Planner: 4 Things To Consider for Parents of ...

    www.aol.com/m-estate-planner-4-things-180008596.html

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  7. How to Get a Small Estate Affidavit in California - AOL

    www.aol.com/news/small-estate-affidavit...

    California allows a person with a claim to assets in the estate of someone who has died to collect them without going through formal probate by using an affidavit for collection of personal ...

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