Estate Planning Joint Accounts are no Substitute for Quality Estate Planning – Part 1 Estate planning attorneys are frequently asked a troubling question: what’s the quickest cheapest and easiest way to just avoid probate … July 22, 2015 2 MIN READ
Elder Law Techniques for Coping with Caregiver Stress – Part 1 With an aging population more adult children are finding themselves faced with the difficult dilemma of caring for aging parents. … July 21, 2015 2 MIN READ
Estate Planning, Estate Taxes How NOT to Avoid Estate Taxes: The Scholarship that wasn’t a Scholarship Julius Schaller was a Hungarian-American immigrant was a wealthy grocery store owner who had acquired substantial assets that exceeded the … July 20, 2015 2 MIN READ
Estate Planning FINRA Issues New Alert for Estate Planning The Financial Industry Regulatory Authority (FINRA) issued a new alert regarding the transfer of brokerage accounts upon death. This report … July 17, 2015 2 MIN READ
Elder Law New LGBT Training for Elder Care Service Providers A recent study at the University of Miami found that nearly 75% of all elder care service providers reported having … July 17, 2015 2 MIN READ
Estate Planning Estate Planning for Singles Most of the estate planning tips and tricks revolve around plans for couples; however a single person’s estate plan is … July 15, 2015 2 MIN READ
Estate Planning Causes of B.B. King Estate Battle Riley B. King also known as famed blues musician B.B. King passed away on May 14 and left behind a … July 13, 2015 2 MIN READ
Estate Planning Generation X in No Hurry to Retire Recent research shows that employees still working in Generation X do not have the overwhelming desire to retire. According to … July 10, 2015 2 MIN READ
Elder Law How to Manage Your Parents’ Finances As parents age it can become harder for them to manage their own finances and accounts. Sometimes the child needs … July 10, 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