Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
October 8, 2021
Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is still the best one for ...
September 24, 2021
Medicaid long-term care benefits traditionally pay mainly for nursing home care, but the federal government can grant “waivers” to states allowing the...
September 17, 2021
A number of tax proposals being considered in Congress could significantly affect gifting and estate plans for those with larger estates -- over $3.5 ...
September 10, 2021
Marriage is supposed to be “until death do us part,” but after one spouse dies, is it possible for a court to declare a marriage invalid (annulled)? I...
September 3, 2021
Studies have found that workers overestimate how much they will receive in Social Security benefits when they retire. Having a good understanding of t...
August 30, 2021
In order to be qualify for Medicaid benefits a nursing home resident may have no more than $2,000 in "countable" assets (the figure may be somewhat hi...
August 28, 2021
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is ...
August 27, 2021
Being asked to serve as the trustee of the trust of a family member is a great honor. It means that the family member trusts your judgment and is will...
August 26, 2021
The Senate Democrats' proposal for a $3.5 trillion spending plan includes expanding Medicare to cover dental, vision, and hearing benefits. The propos...