Anticipating the very real possibility of the need for long-term care is something I urge my clients to consider when creating or updating … [Read more...] about What Is the Medicaid “Spend Down” Requirement?
What Is the Medicaid “Look-Back” Provision?
You may make it to your retirement years without ever needing to qualify for Medicaid because you were fortunate enough to be covered by … [Read more...] about What Is the Medicaid “Look-Back” Provision?
If I’m the Trustee Do I Need an Attorney to Help?
About eighty-five percent of the clients we help create an estate plan use a Revocable Living Trust agreement as the centerpiece of their … [Read more...] about If I’m the Trustee Do I Need an Attorney to Help?
How Do I Discuss Estate Planning with My Aging Parents?
Some of my clients are adult children of aging parents who are struggling to accept the fact that their parents are experiencing the mental … [Read more...] about How Do I Discuss Estate Planning with My Aging Parents?
Digital Estate Planning Checklist
As part of the estate planning process, I encourage clients to create written lists of all assets they own. In today’s electronic world, I … [Read more...] about Digital Estate Planning Checklist
Choosing a Caregiver – Is Family Always the Best Option?
I sometimes have clients who are faced with difficult decisions related to the realities that come with aging. One of the most important of … [Read more...] about Choosing a Caregiver – Is Family Always the Best Option?
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client … [Read more...] about How Do I Trust Thee…Part III
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary … [Read more...] about How Do I Trust Thee…Part II
You will always want professional help when it comes to filing Estate Tax returns.
I frequently begin a consultation estate taxes with the phrase "I've got great news". That's because only the wealthiest fraction of one … [Read more...] about You will always want professional help when it comes to filing Estate Tax returns.
