Matthew Pomar - 321Trust

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Living Trust

Family Trust vs Living Trust: When the Names Actually Matter

Discover when family trust and living trust terms truly differ and when they don't. Get the decision framework to choose the right structure for your situation.

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Irrevocable Trust

When Your Retirement Could Vanish: Irrevocable Trusts for Medicaid Planning

Protect your assets from nursing home costs with irrevocable trusts for Medicaid planning. Learn timing strategies, trust types, and what you give up vs. keep.

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Special Needs Planning

Special Needs Planning Checklist: Secure Your Child's Future Without Losing Benefits

Complete special needs planning checklist for 2026. Navigate trusts, ABLE accounts, and government benefits without mistakes. Protect your child's future today.

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Irrevocable Trust

Who Is the Trustee of an Irrevocable Trust? (And Why You Can't Be)

Discover who can serve as trustee of an irrevocable trust, key duties, and why you typically can't be your own trustee. Plus trustee selection mistakes to av...

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Chartered Special Need

How to Find the Right Chartered Special Needs Consultant in 2026

Find qualified chartered special needs consultants who understand SSI, Medicaid, and trust rules. Learn credentials to check, questions to ask, and red flags.

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Trust Funding

How to Fund Your Trust Properly: From Empty Shell to Asset Protection

Learn the best way to fund a trust with step-by-step guidance for transferring assets, avoiding tax pitfalls, and ensuring proper protection in 2026.

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Look Back Period

How to Protect Assets from the 5-Year Lookback: Your Legal Roadmap

Navigate Medicaid's 5-year lookback with irrevocable trusts, timing strategies, and legitimate asset protection. Safeguard your family's future legally.

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Irrevocable Trust

The Complete Guide to Revocable Trusts Vs Irrevocable Trusts

Learn about revocable trusts vs irrevocable trusts, revocable trusts and taxes, who owns the property in a revocable trust. Comprehensive guide covering everyth

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Asset Protection

Why Asset Protection Strategies Book Authors Say Most People Get It Wrong

Expert asset protection strategies from leading books. Learn trust examples, business structures, and proven methods to shield wealth from lawsuits and credi...

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Special Needs Planning

The Complete Guide to Special Needs Financial Planning

Learn about special needs financial planning, special needs planning conference, special needs planning attorney. Comprehensive guide covering everything you ne

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Medicaid Planning

Complete Medicaid Planning Checklist: Protect Assets Before You Need Care

Essential Medicaid planning checklist with asset protection strategies, timing guidance, and trust options. Start early to save tens of thousands in 2026.

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Trust Funding

What Is Trust Funding? The Critical Step Most People Skip in 2026

Trust funding transfers assets into your trust's name—skip it and your estate plan fails. Learn what trust funding means, how to do it right, and avoid costl...