Blog

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

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 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

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

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?

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

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

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

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

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

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

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