Matthew Pomar - 321Trust

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Irrevocable Trust

Why Do Banks Not Like Irrevocable Trusts? What Slows Down Funding

Why do banks not like irrevocable trusts? See the real liability reasons, plus pros, cons, and steps to fund a trust bank account without delays.

Family Trust Cost

What Is the Best Structure for a Family Trust? It Depends on Your Goal

There's no single best structure for a family trust. Compare pros, cons, and the 5 year Medicaid lookback to pick the right one for your goal.

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Family Trust Cost

Family Trust Planning Advantages and Disadvantages: The Honest List

Family trust planning advantages and disadvantages, explained plainly: costs, funding traps, revocable vs irrevocable, plus a checklist before you sign.

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Divorce Asset Protection

The Most Aggressive Asset Protection Strategies That Actually Hold Up in Court

What are the most aggressive protection strategies for assets? See how irrevocable trusts, DAPTs, and Medicaid planning work, and where legal turns fraudulent.

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Family Trust Cost

Family Trust Planning Guide: Cut the Confusion, Build a Plan That Actually Works

A no-nonsense family trust planning guide: revocable vs irrevocable, tax planning basics, foundations, and clearing up Belfast Trust and Northern Trust mix-ups.

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Irrevocable Trust

Revocable Trust Checklist: What to Do Before, During, and After Signing

A revocable trust checklist covering funding, successor trustees, California rules, and Medicaid planning, so your signed trust actually works when needed.

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Irrevocable Trust

Irrevocable Trusts vs Revocable Trusts: Which One Protects Your Family?

Irrevocable trusts vs revocable trusts explained: who owns the assets, how each affects Medicaid and nursing home planning, and what happens in divorce.

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Church Trustee

The Duties of a Trustee in the Church: What the Board Role Really Means

Learn the real duties of a trustee in the church: property, finances, and duties to beneficiaries, plus a trustee duties checklist to avoid personal liability.

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Special Needs Planning

How to Become a Special Needs Planner: Credentials, Paths & the SNA Vetting Standard

What is a special needs plan and who's qualified to build one? Learn the credentials, career paths, and Special Needs Alliance standards families should look...

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Family Trust Cost

Family Trust Planning Advantages and Disadvantages: What to Know Before You Sign in 2026

Compare revocable vs. irrevocable trusts and family trust vs. will to weigh the real advantages and disadvantages before meeting your attorney in 2026.

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Family Trust Cost

How Much Money Is Required for a Family Trust? Real Costs, Rules & DIY Risks

How much money is required for a family trust? See real costs, the 120 day rule, Maryland living trust steps, and if DIY without an attorney works in 2026.

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Special Needs Planning

The Special Needs Planning Guide That Protects SSI and Medicaid Benefits for Life

A practical special needs planning guide covering trusts, ABLE accounts, and how to find a special needs financial planner before one mistake costs your love...