Estate Planning, Gift tax, Inheritance Trusts Hidden Estate Planning Advantage to This Year’s IRS Filing This year’s tax filing season has some hidden advantages. Amidst a backdrop of the Covid-19 pandemic and current tax laws … March 10, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills 4 Estate Planning Strategies to Protect Your Assets Considering that someday you will no longer be alive is an unpleasant thought. You might be frightened of the unknown … March 10, 2022 3 MIN READ
Asset Protection, Estate Planning The Importance of Reviewing Digital Asset Estate Plans The world has changed substantially over the last few decades including in regards to estate planning. Even if you have … March 10, 2022 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning, Senior Health Care Commonly Asked Questions about Over-the-Counter Tests and Medicare It’s almost an understatement to say that the Covid-19 pandemic has changed our lives and how we live in a … March 10, 2022 2 MIN READ
Asset Protection, Estate Planning, Wills Reasons to Write an Electronic Will Regardless of Age While we don’t like to confront the thought none of us lives forever. When we pass we understandably want to … March 1, 2022 2 MIN READ
Asset Protection, Estate Planning, Popular Media, Revocable Trust Estate Planning Lessons from Rain Man The 1988 film Rain Man was directed by Barry Levinson and is cited by many people as a favorite film. … March 1, 2022 2 MIN READ
Elder Law, Senior Technology How the Pandemic Impacted What Technology Is Used by Seniors The COVID-19 pandemic has changed people’s lives in countless ways. One impact the pandemic had is convincing elderly adults to … March 1, 2022 2 MIN READ
Caregiving, Elder Law, Medicaid Planning, Senior Health Care Answers to Commonly Asked Medicare Home Health Questions The Center for Medicare Advocacy recently published a document answering various questions about Medicare’s home health benefits. In addition to … March 1, 2022 2 MIN READ
Case Examination, Estate Planning, Estate Taxes Lessons from Heiting v. the United States: Utilizing Claim-Of-Right Deductions In the recent case Heiting v. the United States an appellate court denied a claim-of-right deduction in accordance with Section … February 21, 2022 2 MIN READ
Irrevocable Trust Medicaid Asset Protection Trust (MAPT) v. Life Estate Deed Clients often ask whether the home should be deeded to the client’s adult children while retaining a life estate in … May 3, 2024 2 MIN READ
Elder Law, Elder law estate planning, Senior Financial Exploitation The Mickey Rooney Example: Be Clear About Funeral & Burial Plans Legendary actor Mickey Rooney died earlier this month at the age of 93. Over the later course of his life … April 16, 2014 2 MIN READ
Elder Law Can I Get Kicked Out of My Assisted Living Home? A recent story out of Virginia recently received a great deal of national attention. An 83-year-old grandmother of five and … December 15, 2019 2 MIN READ
