Estate Planning The Role of Irrevocable Trusts: Taking Steps to Ensure that Loved Ones Receive Assets One of the most important goals in estate planning is making sure that your assets are properly passed on to … August 18, 2019 2 MIN READ
Caregiving, Elder Law Medigap changes coming next year for future 65-year-olds Beginning in 2020 Medicare supplement insurance policies known as Medigap plans will offer fewer choices to individuals who reach age … August 18, 2019 2 MIN READ
Estate Planning Supreme Court Hears Estate Planning Case The Supreme Court recently issued a decision in a North Carolina case which will likely have a limited but substantial … August 15, 2019 2 MIN READ
Estate Planning Important Things to Know about Estate Planning: Lessons from Gonzalez v. City National Bank An appellate court in the case of Gonzalez v. City National Bank recently affirmed a probate court’s order that denied … August 12, 2019 2 MIN READ
Asset Protection, Caregiving, Elder Law Study Finds Widely Prescribed Class of Meds Might Raise Dementia Risk My doctors always advise me that medications are meant to help me live better not longer. I always walk away … August 12, 2019 2 MIN READ
Estate Planning Avoiding Confusion about a Family Plot Nobody likes talking about what will happen after their death. But it is a universal truth that every one of … August 9, 2019 2 MIN READ
Estate Planning Recognizing the Common Mistakes that People Make with IRA Accounts For many individuals retirement accounts are one of the largest assets that they have to pass on to loved ones … August 7, 2019 2 MIN READ
Asset Protection, Elder Law More Good Reasons to Add a Trust to Your Estate Plan Trusts are an excellent way to pass and preserve wealth privately. Two of the main benefits of using a trust … August 5, 2019 3 MIN READ
Estate Planning 5 Pieces of Estate Planning Advice for People Without Children There are a number of myths that continue about exactly who needs an estate plan. For example couples without high … August 4, 2019 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
