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
Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Newspaper Column The Medicaid Asset Protection Trust (”mapt”) For those who don't qualify for long-term care insurance or can't afford it, The Medicaid Asset Protection Trust ("MAPT") can … September 30, 2025 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
Estate Planning, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
