In order to best protect assets from long-term care costs, pre-planning is always the best option. A wide array of planning strategies are available to help keep property in the family or to protect ...

Medicaid is one of the largest payer sources of long-term care in the state of Florida. It is a common myth that you have to be destitute to get Medicaid. While there are income and asset limits to ...

For the past 33 years, a Richmond-based nonprofit organization has helped provide peace of mind to families and individuals with disabilities through its pooled trusts. Commonwealth Community Trust ...

A Pooled Trust account is a financial investment tool used to preserve funds that enhance the quality of life for an individual with identified needs. It can preserve financial assets — like proceeds ...

For anyone with identified needs who is applying for benefits, how money is handled could impact public benefit eligibility. This may be true for you or a loved one who has needs that are increasing ...

A pooled income fund is a trust maintained by the charity into which each donor transfers property and from which each named beneficiary receives an income interest. The amount of the income is ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A pooled income fund is a type of charitable trust that pools and invests gifts to generate income. Income ...