Special Needs Trust Distributions from Special Needs Trusts If you have included a special needs trust as part of your estate plan you need to know the importance … October 2, 2015 2 MIN READ
Asset Protection, Estate Planning Back to the Basics – Demystifying Probate Are you being told to avoid probate at all costs? The probate process is characterized as a long and tedious … September 27, 2015 2 MIN READ
Asset Protection, Charitable Remainder Trust Establishing a Charitable Trust as Part of Your Estate Plan Trusts can be used as a useful tool in your estate plan to accomplish a variety of goals. One example … September 25, 2015 2 MIN READ
Asset Protection Dealing with Personal Property in Your Estate Plan When you create an estate plan you face many decisions. One of those decisions will be how you should divide … September 18, 2015 3 MIN READ
Elder Law Tax Planning for Required Minimum Distributions Not all investments are created equal. You investment portfolio may include a 401(k) individual retirement account pension plan or deferred … September 16, 2015 2 MIN READ
Estate Planning Making College Savings a Part of Your Estate Plan Saving for the cost of your child’s or grandchild’s college education can be intimidating. Participating in a qualified tuition program … September 15, 2015 2 MIN READ
Estate Planning Back to the Basics – Avoiding Disputes Over Your Estate Without you around to clarify your testamentary intent those receiving property and likely those intentionally omitted from your will might … September 12, 2015 2 MIN READ
Elder Law Nursing Home Contracts: Before You Sign On the Dotted Line At some point in your life you or a loved one may need full time care in a nursing home … September 12, 2015 2 MIN READ
Estate Planning Dealing With Lost Wills Some clients may ask “what happens if we lose the original will; is the court still going to let it … September 7, 2015 2 MIN READ
Asset Protection, Estate Administration, Estate Planning Important Estate Planning Steps to Take after a Parent’s Death Losing a parent is not easy. While being prepared for the event might not make the emotional aspect any easier … November 15, 2019 2 MIN READ
Trusts Company Claims to Sell Social Security Numbers Maintaining your Social Security number is something we have all been told to keep close and to be wary of … December 21, 2016 2 MIN READ
Elder Law Court Says Caregivers Cannot Sue Alzheimer’s Patients The California Supreme Court ruled that people suffering from Alzheimer’s disease are not liable for injuries that they may cause … August 12, 2014 2 MIN READ
