Estate Administration Advice on Performing a Retirement Review Many people think that retirement involves doing nothing. In reality if you want to make sure that you avoid legal … March 22, 2020 2 MIN READ
Estate Planning Tips on Planning for the Care of Your Pet If you have a pet you likely have a plan for the pet in place in case you go on … March 20, 2020 0 MIN READ
Elder law estate planning Should I Get Long-Term Care Insurance? Did you know that the cost of in-home care services and nursing home care are not covered items under the … March 20, 2020 2 MIN READ
Estate Planning Is a 401(k) Rollover Worth It? A 401(k) rollover occurs when a person directs the transfer of the money in their retirement account to a new … March 17, 2020 2 MIN READ
Elder Law, Elder law estate planning Pay Up: 13 States that Tax Social Security Benefits For over 80 years Social Security has made guaranteed monthly payouts to eligible retired workers. Today over 64 million people … March 16, 2020 2 MIN READ
Estate Planning Why Advance Health Directives Are Overlooked and How to Create One Estate planning is a complex process. For many people estate planning is overwhelming and results in many unanticipated costs. For … March 15, 2020 2 MIN READ
Estate Planning Advice on Letting Your Children Know They Won’t Receive an Inheritance There are some surprising conclusions that people reach after creating an estate plan. For example after putting the finishing touches … March 12, 2020 2 MIN READ
Estate Planning What Separates ABLE Accounts From Special Needs Trusts? Estate planning is difficult but for loved ones with special needs the process can be particularly challenging. Besides worrying about … March 10, 2020 2 MIN READ
Estate Planning Discovering the Power of Estate Accounts If you’ve been asked to help a loved one manage their assets you likely know that there are many complex … March 8, 2020 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
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
