Elder Law, Financial Planning Overzealous Powers of Attorney and How to Handle Them When determining how you want your estate and assets administered upon your death it is also important to consider how … March 22, 2017 2 MIN READ
Elder Law, Financial Planning What is a Blind Trust and Why Do They Matter? Blind Trusts Blind trusts are another type of trust that is established in order to set assets aside and preserve … December 6, 2016 2 MIN READ
Asset Protection, Financial Planning Executors Trustees and Powers of Attorney: Blessing or Curse? When choosing the people you trust the most to serve as a part of your estate plan in any capacity … November 28, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 2016 2 MIN READ
Asset Protection, Financial Planning Diversification in Your Portfolio Depending on the purpose of a trust a trust may be able to further sustain its’ life and generate additional … September 8, 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
Elder Law, Elder law estate planning, Financial Planning Toolkit to Help Prevent Seniors from Falling SIMPLE GUIDELINES EASY TO UNDERSTAND AND FOLLOW The Center for Disease Control (CDC) released guidelines to help prevent and mitigate … March 8, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning SPECIAL NEEDS THIRD PARTY AND SELF SETTLED TRUSTS – WHATS WITH ALL THE NAMES? LEGAL DISTINCTIONS THAT MATTER When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated … February 17, 2016 3 MIN READ
Financial Planning BANKRUPTCY IN THE AGE OF RETIREMENT RISING RATE OF SENIOR FILERS In 2011 a noted bankruptcy legal scholar at the University of Michigan Law School … December 5, 2015 2 MIN READ
