We recently received a distressed call from a husband that we represented about a year ago on a long-term Medicaid application for his wife who
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Check on Your Beneficiaries…Today!
When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that
Trump Transfers Condos to Trust
Trump has transferred 71 properties—primarily condo units in a handful of buildings—into his personal trust. He promised that the trust would be run by his
It’s Okay, an Intentionally Defective Grantor Trust is Legal
Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting
Should I Just Copy and Paste an Estate Plan from the Internet?
Have you considered creating your own estate plan from a template on a website, instead of using the services of a qualified estate planning attorney?
Planning for Incapacity is Wise Move
Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we
Help Your Loved Ones and Be Clear with Your Estate Planning Documents
It can be tough to decipher all of the requirements and rules in estate planning documents, along with the probate process. If you can’t figure
Tips to Avoid Elder Financial Fraud and Abuse
The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more
How Do I Use an IRA Trust?
There are many different types of effective trusts to accomplish specific things in retirement and estate planning. Unfortunately though, many people don’t ever consider the
College Basketball Coaching Legend Uses Trust to Give to His Former Players
The fact that late North Carolina basketball coach Dean Smith left $200 each to about 180 players he’d coached over the years is all over
ABLE Accounts Offer Savings Strategy for Kids with Special Needs
Leslie Sieleni found out her son had Down syndrome when he was 5 days old. Now 14, Sean Sieleni talks about driving a car, going
Estate Planning and Blended Families
An important issue in dealing with wealth transfer for blended families is how the assets flow to the surviving spouse and family members or after
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Latest Posts
- Aging at Home with Confidence: How Lancaster Downtowners Is Changing the Game
- Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
- A $29 Million Estate, a Forgotten Will, and One Messy Legal Battle—Here’s What You Can Learn
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?