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
Estate Planning, Wills SELF CANCELLING INSTALLMENT NOTE CHANGE IN APPROACH BY IRS BUT STILL SOUND ESTATE PLANNING CONTINGENCY It is obvious that no one knows when they … April 29, 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
Elder law estate planning, Financial Planning What are the Tax Rules of Gifts to Grandchildren? All grandparents want the best for their children and grandchildren and many take the initiative to set aside part of … June 20, 2017 2 MIN READ
Elder Law, How Much Does an Estate to Go Through Probate? Planning your estate and having a last will and testament is important to ensuring your final wishes are carried out … September 12, 2017 2 MIN READ
Estate Planning Deciding what State Law Should Apply to Your Trust There are a number of complex issues involving the creation and administration of a trust. One of these issues involves … August 23, 2019 2 MIN READ
