Uncategorized
August 1, 2021
Why Everyone Should Have an Estate Plan
Having a Estate Plan is super important, I get it, it's easy to plan for the things we enjoy and that make us happy like vacations and getting togethe...
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Insights & Guidance
Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
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Uncategorized
July 30, 2021
Passing Assets to Grandchildren Through a Generation-Skipping Trust (GST Tax Exemption)
The GST tax exemption A tool to generate future tax savings The generation-skipping transfer (GST) tax can have harsh consequences. Those who take ful...
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Guardianship
July 29, 2021
Britney Spears Case Puts Renewed Focus on Guardianships and Less Restrictive Alternatives
Britney Spears’s legal fight to wrest back control over her personal and financial affairs has flooded the issue of guardianship in Klieg lights. Whil...
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Elder Law
June 25, 2021
The Issues with Inheritance and Medicaid
Costly mistakes can be made when it comes to inheritance and Medicaid. When a person is drawing Medicaid benefits and inherits money or property, that...
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Healthcare Planning
June 22, 2021
President Biden Proposes Billions in Increased Funding for Home Health Care
President Biden has introduced a plan to spend $400 billion over eight years on home health care and community-based care for the elderly and people w...
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Medicaid Planning
June 22, 2021
Advocacy Groups Call for Abolishing Medicaid Estate Recovery
To qualify for Medicaid eligibility of long-term care, you must satisfy very complicated financial eligibility rules—rules that often can be traps for...
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Uncategorized
June 22, 2021
Younger Adults Now More Likely to Have a Last Will and Testament
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are more likely to have a last will and testament than middl...
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Uncategorized
June 22, 2021
Danger of Using an Online Power of Attorney Form
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an estate plannin...
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Estate Planning
June 18, 2021
Why a Will is Necessary
A Caring.com wills survey shows the number of Americans with a will has had a minimal increase of only 2.5 percent over the past year. Overall, the pe...
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