Estate Planning Overcoming the Challenge of Undue Influence It’s not an uncommon story. In their final years or months a loved one decides to leave a large amount … December 7, 2020 2 MIN READ
Estate Planning A Quick Guide to Spousal Lifetime Access Trusts While the coronavirus pandemic has left many people uncertain about what the future holds now might be an excellent time … November 30, 2020 2 MIN READ
Estate Planning 3 Ways to Transfer Property to a Special Needs Trust Special needs trusts perform the valuable role of keeping a person eligible for government benefits like Medicaid and Supplemental Security … November 27, 2020 2 MIN READ
Estate Planning What’s the Difference Between Power of Attorney and a Guardianship? The field of estate planning involves various types of documents. While some of these documents have long-recognized roles people have … November 25, 2020 2 MIN READ
Estate Planning Making the Most of Estate Planning Opportunities While it would be nice if it were estate planning is not a once and done process. Instead it is … November 21, 2020 2 MIN READ
Estate Planning Utilizing Estate Plan to Establish Your Legacy Estate planning is vital if you want to leave a lasting legacy to your loved ones. Despite its importance a … November 19, 2020 2 MIN READ
Estate Planning, Inheritance Trusts, Medicaid Asset Protection Trust The Four Basic Protections of Elder Law Estate Planning Elder Law Estate Planning is an area of law that helps us maintain control of our lives and assets in … August 28, 2020 2 MIN READ
Estate Planning A Primer on Recent Financial Opportunity Zone Regulations In December 2019 the United States Treasury recently released guidelines in Subchapter Z of the Internal Revenue Code. the regulations … May 9, 2020 2 MIN READ
Estate Planning Children and Estate Plans: Equality Is Not Required Children and Estate Plans: Equality Is Not Required If you do not have an estate at least one person you … May 5, 2020 2 MIN READ