Given the high cost of nursing home care, I often discuss with clients how to protect and manage their estates in the face of this risk. … [Read more...] about Plan Early to Protect Your IRA in Advance of a Possible Medicaid Application
Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?
At Clarity Legal Group, our clients often choose to incorporate one or more trusts into their estate plan. Although each trust agreement … [Read more...] about Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?
What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
The loss of a spouse is one of the most emotional experiences you might go through. Most people naturally understand there is the … [Read more...] about What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
How implementing a Living Trust helps you get planning right.
Clients often ask me what estate planning documents they will need beyond a Last Will and Testament. While no two plans are the same, I … [Read more...] about How implementing a Living Trust helps you get planning right.
Understanding Your Life Insurance Options
I find that for many of my clients, life insurance sometimes plays an integral role within their estate plan. Exactly which role a life … [Read more...] about Understanding Your Life Insurance Options
The Ultimate Caregiver Guide
Thirty years ago, I could never have imagined that I would find myself advising so many people about planning for their long term care or … [Read more...] about The Ultimate Caregiver Guide
How to Pick the Best Person to Administer Your Estate
I've got a pretty short and simple post today on a basic question I think people don't think enough about. People tend to focus on the … [Read more...] about How to Pick the Best Person to Administer Your Estate
Getting Estate Planning Right: Who Decides If I Am “Incapacitated?”
When people find out that I am estate planning attorney I sometimes get the reaction that I am a tax attorney. Tax planning is an important … [Read more...] about Getting Estate Planning Right: Who Decides If I Am “Incapacitated?”
How to Protect your Loved Ones Needing Care: Questions to Ask When Choosing a Long-Term Care Facility
I imagine most people agree with me that the last place they want to find themselves is resident at a skilled nursing facility. When … [Read more...] about How to Protect your Loved Ones Needing Care: Questions to Ask When Choosing a Long-Term Care Facility
