Pros and Cons to the Funeral Trust…

Here is a great article to show your clients on the pros and cons of the Irrevocable Funeral Trust. Many clients like to see what their options are, whether they are good or bad, they want to know all the information. Click on the link below to read this article that might help you win over a client with the Irrevocable Funeral Trust.

“Establishing an irrevocable funeral trust can help families qualify for Medicaid.  As it is a trust and irrevocable, it is not counted as an asset by Medicaid. Nor does creating such a trust violate the 60-month past asset transfer (“lookback”) rule.”

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