Estate Planning What’s the Difference Between Power of Attorney and a Guardianship? The field of estate planning involves various types of documents. While some of these documents have long-recognized roles people have … November 25, 2020 2 MIN READ
Estate Planning Making the Most of Estate Planning Opportunities While it would be nice if it were estate planning is not a once and done process. Instead it is … November 21, 2020 2 MIN READ
Estate Planning Utilizing Estate Plan to Establish Your Legacy Estate planning is vital if you want to leave a lasting legacy to your loved ones. Despite its importance a … November 19, 2020 2 MIN READ
Elder Law Safe Ways to Spend Assets So You Still Qualify for Medicaid It’s an unfortunate reality that many people who apply for Medicaid end up discovering that they have too many assets … November 17, 2020 2 MIN READ
Business Succession, Estate Taxes Business Succession Planning While ninety percent of American businesses are family owned only about thirty percent of them continue to the next generation. … September 30, 2020 3 MIN READ
Estate Planning, Inheritance Trusts, Medicaid Asset Protection Trust The Four Basic Protections of Elder Law Estate Planning Elder Law Estate Planning is an area of law that helps us maintain control of our lives and assets in … August 28, 2020 2 MIN READ
Estate Planning A Primer on Recent Financial Opportunity Zone Regulations In December 2019 the United States Treasury recently released guidelines in Subchapter Z of the Internal Revenue Code. the regulations … May 9, 2020 2 MIN READ
Estate Planning Children and Estate Plans: Equality Is Not Required Children and Estate Plans: Equality Is Not Required If you do not have an estate at least one person you … May 5, 2020 2 MIN READ
Estate Planning Growing with Your Estate Plan: How Things Change As You Age One of the most difficult parts about successful estate planning is that countless myths persist about how to plan for … May 2, 2020 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