The Forgotton Step in Estate Planning Beneficiary Designations 2020 Beneficiary The Forgotton Step in Estate Planning Beneficiary Designations 2020 1 Beneficiary

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FIFTEEN MYTHS REGARDING MEDICAID NURSING HOME BENEFITS IN MAINE

Byadmin

This series highlights the eligibility rules for Maine Medicaid (MaineCare) nursing home benefits and dispels certain myths the families that work with our office often hear. Myth1: Medicare Will Cover My Nursing Home Bill. The Truth: Medicare pays for only a small amount of the nursing home care provided in the United States. In general,…

Navigating Potential Changes to Estate Plans: Insights for Maine Business Owners
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Navigating Potential Changes to Estate Plans: Insights for Maine Business Owners

Bymjohnson

There’s an important development on the horizon that could affect your estate plans in 2024 and beyond. We’re talking about a potential shift in how life insurance policies designed for repurchasing company stock are interpreted, and it’s worth your attention. Imagine this scenario: You’ve arranged a life insurance policy specifically aimed at facilitating the transfer…

Trustee Duties

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    Duties of a Trustee As a trustee, you have been named to manage assets, funds, or property for someone else, which makes you a fiduciary. Fiduciary means the agreement is based on trust and confidence. Your basic duties as a trustee are outlined in the Maine Uniform Trust Code, but you should also…

You’ve Been Named a Trustee: Overwhelmed? We’re Here to Help!
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You’ve Been Named a Trustee: Overwhelmed? We’re Here to Help!

Byadmin

You’ve been honored with the responsibility of being named a trustee by a family member. While it is a significant vote of confidence, the role of a trustee comes with important duties and obligations. We understand that stepping into this role can be overwhelming and may leave you wondering where to start. Our incredible team…