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
Caregiving, Elder Law Mistakes to Avoid When Establishing Trusts Part 2 This is the last post in our in-depth series of trusts and why and how to include them in your … November 1, 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 Part 1 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 2 MIN READ
Estate Planning Advice from Sveen v. Melin on the Importance of Beneficiary Designations In 1997 Ashley Sveen purchased a life insurance policy. Later that year Ashley married Kaye Melin and named Melin as … October 25, 2019 2 MIN READ
Estate Planning Lessons from Groucho Marx: Reducing the Risk of Elder Abuse By the time that the legendary screen actor and comedian Groucho Marx became a senior citizen he had a difficult … October 23, 2019 2 MIN READ
Estate Planning Estate Planning Challenges Faced by Unmarried Couples Statistics show there are an increasing number of older individuals who are divorcing later on in life. There is also … October 21, 2019 2 MIN READ
Estate Planning Estate Planning and Cryptocurrency The introduction of cryptocurrency has created a number of new issues which includes how these digital assets should be addressed … October 16, 2019 2 MIN READ
Asset Protection, Estate Planning What Happens if my Beneficiary Turns Down My Bequest? It is not a common situation but it does happen. After you pass your will is entered into probate and … July 21, 2016 2 MIN READ
Caregiving, Elder Law Can Debt Collectors and Creditors Garnish My Retirement Benefits? More seniors than ever are carrying high debt into retirement. Managing high debt simultaneously with managing the cost of daily … November 17, 2019 2 MIN READ
Asset Protection, Blended Families Estate Planning, Estate Planning Understanding Joint Ownership with Rights of Survivorship There are many ways to pass on your assets without having to go through probate. Any account or policy with … July 16, 2016 2 MIN READ
