When I meet with estate planning clients, I try to spend a significant amount of time discussing the types of assets they own and wish to … [Read more...] about How to Pass Down Real Estate in Your Estate Plan
What Are the Benefits of Appointing a Professional Trustee?
Many of my clients choose to incorporate a trust agreement into their estate plans. One of the most important decisions they must make when … [Read more...] about What Are the Benefits of Appointing a Professional Trustee?
Why Liquidity Is Important Within Your Estate Plan
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?
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?
