In general a Supplemental Needs Trust (SNT), sometimes referred to as a Special Needs Trust or Safe Harbor Trust, is a mechanism to protect a person’s financial assets when one needs to apply for Medicaid and/or other types of aid that center on a person’s level of financial need. A SNT works similar to a… Continue Reading
Author Archives: John
Celebrating Our Seniors!
We hope to see you at Country Village today from noon to 6 pm for the annual event Celebrating Our Seniors: A Healthy Aging Fair. Come and enjoy the weekly Farmer’s Market. Live entertainment, games, giveaways and more!
Trusts For Everyone
I repeatedly hear from clients that they are worried about an adult child losing his or her inheritance to creditors or a divorcing spouse. These are valid concerns. If a child owes money to the IRS or other creditors, an inheritance can be grabbed to satisfy the debt. Similarly, if a child receives an inheritance… Continue Reading
Celebrating Seniors
Join us on September 12 from noon to 6 pm for the annual event Celebrating Our Seniors: A Healthy Aging Fair. This year the event will be held at Bothell Country Village during the weekly Farmer’s Market. Live entertainment, games, giveaways and more! Come join the fun!
Understanding Your Health Insurance
It seems rather simple – turn 65 … go on Medicare … problem solved. But the reality is sometimes different. Failing to understand how your health insurance coverage works can be costly. Drew Grider, President of the Retirement Network, learned this lesson just in time when a 67-year-old client of his scheduled surgery just days… Continue Reading