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What is the Best Way to Protect an Inheritance?

Russo Law Group, P.C. - What is the Best Way to Protect an Inheritance?We often see clients with concerns about loved ones who receive government benefits such as Supplemental Security Income (SSI) and/or Medicaid. Since SSI and Medicaid have very strict rules as to how much money and how much income beneficiaries can have in their name, clients often want to be sure that their gift does not affect SSI and/or Medicaid benefits. It’s very important in this type of situation to implement proper planning that protects their loved one’s important benefits.

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El procedimiento de sucesiones de escasa cuantía: ¿Un vacío legal?

El procedimiento de sucesiones de escasa cuantía: ¿Un vacío legal?Hace poco estuve ayudando a una pareja con la planificación. Por desgracia, el marido falleció hace unas dos semanas. Después de su muerte, la familia se dio cuenta de que tenía una cuenta bancaria a su nombre, con unos 3.000 dólares. No se dieron cuenta antes de que falleciera, de lo contrario se habrían ocupado de ello.              

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Three “Must Have” Documents for Parents of a Child with Special Needs

Russo Law Group - Three “Must Have” Documents for Parents of a Child with Special NeedsAlthough legal planning documents such as a apoderamiento sanitario, poder notarial, last will & testament, etc. are an important part of any estate plan, if you are the parent of a child with special needs, these standard estate planning documents may not be adequate. If your child will not be able to live independently or support him or herself as an adult, it is critical that you make special provisions in your estate plan.

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