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
Estate Planning The Legacy of Dr. Martin Luther King Jr. Yesterday marked the official federal holiday chosen to honor civil rights hero Dr. Martin Luther King Jr. It also happened … January 22, 2013 2 MIN READ
Estate Planning Royalties and Estate Planning For many individuals intellectual property is not just something they create but also how they make their living. They might … February 10, 2018 2 MIN READ
Newspaper Column Integrity And Gratitude If we had to choose only two concepts as a prescription for a good life, they would be integrity and … September 30, 2025 2 MIN READ