Asset Protection, Estate Planning Why More than Wills Are Necessary for Estate Planning Wills play an important part in the estate planning process. The best estate plans however include more than wills. Instead … November 13, 2019 2 MIN READ
Asset Protection, Caregiving What to Do When a Loved One Passes (The Survivor’s Guide) Settling an estate after the loss of a loved one while grieving is a difficult process. For the weeks and … November 12, 2019 2 MIN READ
Estate Planning Estate Planning Strategies for Couples without Children Not everyone can have children and not everyone wants them. Supporting this trend are statistics that reveal America’s fertility rate … November 11, 2019 2 MIN READ
Estate Planning New Estate Planning Topics You Should Know About It is difficult to perform estate planning without taking finances and taxes into consideration. Instead many people who perform successful … November 6, 2019 2 MIN READ
Estate Planning How to Reduce the Risk of Revocable Trust Litigation The California Court of Appeals recently decided the case of Winston v. Winston-Levin which reviews some important estate planning considerations. … November 4, 2019 2 MIN READ
Elder Law, Elder law estate planning Understanding the Differences Between Revocable and Irrevocable Trusts Adding trust instruments to your estate plan can help a surviving spouse and other beneficiaries have access to assets while … November 4, 2019 2 MIN READ
Asset Protection, Estate Planning Should Medicaid Planning Be Included in Your Estate Plan? State plans for medical assistance under federal Medicaid law must comply with certain requirements located in Title 42 U.S.C. § … October 30, 2019 2 MIN READ
Asset Protection, Estate Planning A Quick Guide to New York MOLST Forms One of the common responses that many people have as they learn about estate planning is that there are a … October 28, 2019 2 MIN READ
Caregiving, Elder Law Mistakes to Avoid When Establishing Trusts We’ve been examining adding a revocable (a/k/a living or inter vivos) trust or irrevocable trust to your estate plan. Trust … October 28, 2019 4 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
