Estate Planning Combined Financial Estate and Legacy Planning When an elderly family member is diagnosed with Alzheimer’s related dementia it is time to discuss the details of legacy … December 23, 2018 2 MIN READ
Elder Law, Elder law estate planning Major Insurance Company Pulls Gym Membership Program As of January 1 2019 approximately 1.2 million seniors across will lose their SilverSneakers coverage on Medicare Advantage plans that … December 20, 2018 2 MIN READ
Estate Planning Dead Man Walking or Dead Man’s Statute? In October 2018 new statutory legislation recommended by the Irish Law Reform Commission of the country’s cabinet considered a rule … December 16, 2018 3 MIN READ
Estate Planning Trump Tax Conundrum Will Likely Lead to Estate Rule Reform The news that the First Family protected their assets from additional taxation is now the subject of Congressional debate over … December 9, 2018 2 MIN READ
Estate Planning Why Millennials are Estate Planning Early For most millennials the thought of taking responsibility for end-of-life financial planning is a daunting if not unfathomable task. Estate … December 7, 2018 3 MIN READ
Estate Planning The Estate Risks of Nuncupative Will Formation The release of Stormy Daniels’ memoir Full Disclosure by St. Martin’s Press is a landmark case of a legal matter … December 3, 2018 2 MIN READ
Estate Planning Estate Planning for Entrepreneurs and Founders Part 3: Advanced Wealth and Estate Transfer The final step in a three (3) part series advanced wealth and estate transfer planning allows an estate owner to … December 1, 2018 2 MIN READ
Elder Law More Insurers Offering Medicare Advantage Plans to Help Seniors get Healthcare When open enrollment begins for Medicare many seniors across the country will notice an expanded range of health care plan … November 24, 2018 2 MIN READ
Estate Planning QTIP Trust Protects the Interests of Inheriting Children from Preceding Marriages The formation of a Qualified Terminable Interest Property (“QTIP”) trust is a tax-exempt estate planning option that allows for an … November 19, 2018 2 MIN READ
What to Do When You Inherit Your Parent’s Home According to the Boston College Center of Wealth and Philanthropy the Baby Boomer generation stands to inherit over $27 trillion … October 27, 2014 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
