Asset Protection, Estate Administration, Estate Planning Important Estate Planning Steps to Take after a Parent’s Death Losing a parent is not easy. While being prepared for the event might not make the emotional aspect any easier … November 15, 2019 2 MIN READ
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
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
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
Elder Law, Medicaid Applications, Medicaid Eligibility, Medicaid Planning The Role of the Stop Unfair Medicaid Recoveries Act Current federal regulations require Medicaid programs run by states to try to recoup the cost from estates of recipients who … April 18, 2022 2 MIN READ
