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21 Tarpaulin Way Wareham, MA 02571 Phone: (508) 291-7000 |
Irrevocable Final Expense Trust |
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bdk Services |
IRREVOCABLE FINAL EXPENSE TRUSTS ENSURE YOUR REMAINING FAMILY MEMBERS DO NOT CARRY THE FINANCIAL BURDEN OF YOUR FINAL EXPENSES |
• These trusts are portable, meaning they can be used at any funeral home. |
CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC RULES PERTAINING TO YOUR STATE. *Medicaid Eligibility can vary from state to state. Some states may allow parents to fund “Burial Spaces” with the Funeral Trust for their children. |
• Places up to $15,000 per person in a trust specifically earmarked for funeral expenses. |
• Is legal within Medicaid's five year look back. |
• May be funded from existing life insurance policies, CD's, penalty free annuity withdrawals. |
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• Remaining funds are transferred to your estate. |
An easy, affordable worthwhile addition to your financial plan. |
A veteran owned business |