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The Best Kept Secret ...

Our booklet The best kept secret ... An irrevocable funeral trust

The Best Kept Secret...

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This publication is provided for information purposes only. It is a general description intended for use with the general public. Some information may not apply to your situation. Products and features may vary by state and may not be available in all states. Limits and exclusions may apply. The information in this publication cannot be considered or relied upon as legal, accounting or tax advice. It is not investment advice for any individual or in any individual situation, and nothing in this publication should be read as investment advice. Please consult a financial professional or attorney regarding tax, accounting or legal advice and your specific circumstances. The term “financial professional” is not intended to imply engagement in an advisory business with compensation unrelated to sales.

Some states may vary on Medicaid rules, and eligibility is not guaranteed. Please consult an elder law attorney in your state for assistance. Products and trust limits may vary by state. Not available in all states. Medicaid limit for an irrevocable funeral trust is $12,500 in most states. Insurance coverage provided by companies rated at least A- by A.M. Best.