Estate Planning Estate Plans Are for Everyone (Not Just the Extremely Wealthy) A variety of myths linger about estate planning. One of the most enduring of these myths is that estate planning … August 26, 2021 2 MIN READ
Estate Planning, Wills Estate Planning Issues to Address New Texas Proposals In May 2021 the Biden Administration announced its “Green Books” which includes a summary of the administration’s tax proposal. Even … August 11, 2021 2 MIN READ
Estate Planning, Wills Ways You Can Utilize Life Insurance In Your Estate Plan If you’re planning on making the most of estate planning you should focus on what your goals are as well … August 9, 2021 2 MIN READ
Asset Protection, Caregiving, Elder Law A Review of Conservatorships Following the Britney Spears Case Much attention has been paid the last year to the conservatorship of Britney Spears. A judge this year recently denied … August 6, 2021 2 MIN READ
Caregiving, Elder Law, Financial Planning Taking Rising Healthcare Costs into Consideration TD Wealth recently released a survey of estate planning experts who report that health care costs are now the biggest … August 2, 2021 2 MIN READ
Asset Protection, Estate Planning, Wills Advice on Helping Your Loved One with Estate Planning Estate planning is a fundamental aspect of any thought-out financial plan but when it’s your loved ones who need to … August 1, 2021 2 MIN READ
Second Marriage Planning Widows and the Financial Dangers Associated with Remarriage Many times when a widow remarries unseen financial challenges in addition to a new marriage occur. Unfortunately this means that … July 27, 2021 2 MIN READ
Asset Protection, Estate Planning, Wills Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts Transfer on death accounts pass on assets to an appointed beneficiary when the account holder passes away. When you establish … July 26, 2021 2 MIN READ
Long Term Care Planning How to Remain Engaged with a Loved One Who Enters a Nursing Home As they look towards the end of their lives most people want nothing more than to spend every day independent … July 24, 2021 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
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
Newspaper Column The Farmer’s Daughters A farmer came in to see us recently with this dilemma. He had a working farm where his twenty something … September 30, 2025 2 MIN READ
