Matthew Pomar - 321Trust

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Medicaid Planning

Medicaid Planning Professional: What the Title Really Means for Your Trust

A Medicaid planning professional isn't a licensed title. Learn what they do, how it differs from a family trust or living trust, and what to ask first.

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Trust Funding

What Is the Proper Way to Fund a Trust? The Step Nobody Warns You About

Signing a trust isn't the finish line. Learn the proper way to fund a trust, from bank accounts to real estate, so it actually skips probate.

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Irrevocable Trust

Irrevocable Trust vs Revocable Trust: Which One Actually Protects You?

Irrevocable trust vs revocable trust: see the real tradeoffs on control, Medicaid's five-year look-back, taxes, and downsides before you fund anything.

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Senior Care Planning

Medicaid Planner Costs for Seniors: What Fees Buy and When They're Worth It

See how much Medicaid planners charge, what the fees actually cover, and whether hiring one is worth it versus risking a costly spend-down mistake.

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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.