Asset Protection, Estate Taxes, Living Trusts DYNASTY TRUST REEXAMINED VERY SIMPLE CONCEPT This blog examined the dynasty trust in the past but it is time to reexamine certain aspects … May 21, 2016 2 MIN READ
Asset Protection, Elder Law, Financial Planning DISABLED MILITARY CHILD PROTECTION ACT HELPS WITH SPECIAL NEEDS PLANNING SPECIAL NEEDS LAWS HELP PROTECT THOSE WHO PROTECT US For those of us who come from families with many military … May 5, 2016 2 MIN READ
Asset Protection, Estate Administration, Estate Planning CREDITORS OF AN ESTATE ORDER OF PAYMENT It should not be a surprise to anyone that when someone passes away their estate must pay … May 5, 2016 2 MIN READ
Asset Protection, Caregiving DEPENDENT CARE ASSISTANCE PROGRAM There is a relatively unknown or at least underutilized program in the law that can provide some important tax benefits … May 3, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills More on Estate Planning for the Farmer PASSING THE FARM IS LIKE PASSING ON THE FAMILY CORPORATION There is no doubt that some modern farmers run large … April 27, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills Will Does Not Revoke Previous Transfer of Property to Trust BEST LAID PLANS DO NOT ALWAYS WORK OUT A case with an interesting factual background came out of Texas recently. … April 25, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills What Is Testamentary Capacity SUBSTANTIVE PROOF NEEDED The issue of consent and state of mind touches upon perhaps some of the most personal and … April 23, 2016 2 MIN READ
Asset Protection ELDER PROTECTION AND ABUSE PREVENTION ACT FEDERAL DEFINITION OF ELDER ABUSE AND FEDERAL RESPONSE In these United States it is often that many things are left … April 22, 2016 2 MIN READ
Asset Protection, Estate Planning SPLIT ANNUITY FOR ESTATE PLANNING HYBRID PLANNING TOOL – COMPOUND INTEREST AND IMMEDIATE PAYOUT There are some retirement strategies that people engage in that have … April 21, 2016 2 MIN READ
