When my clients come in to discuss estate planning, they often focus entirely on packing their portfolio with valuable assets. One thing … [Read more...] about Why Liquidity Is Important Within Your Estate Plan
What Are the Drawbacks to Creating an ABLE Account?
For my clients who have a child with special needs or who live with a disability themselves, I encourage them to consider establishing a … [Read more...] about What Are the Drawbacks to Creating an ABLE Account?
What Is an ABLE Account?
Many of my clients are the parents or grandparents of a child with special needs. For these clients, I stress the importance of … [Read more...] about What Is an ABLE Account?
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations … [Read more...] about The Joy in Joint Trusts
What Is the Medicaid “Spend Down” Requirement?
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
