Articles

We plan for everything from dinner to vacation, but rarely do we plan for the cost or need for long term care. This failure to plan can have devastating effects on us and our family over a very short period of time. Read More

If you think you only need to create protective trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In today’s environment of frivolous lawsuits and high divorce rates, you should consider protective trusts… Read More

We often write about why it’s so important to have an estate plan. We write about how estate plans allow you to make the process of estate administration more simple and less expensive for your loved ones. And of course we write about how a good es… Read More

A client of mine came to me and had some concerns and needed my help. Her mother had passed away, and my client was worried that her brother was acting inappropriately with her mother’s assets. When she had spoken to the brother about what was… Read More

We realize that you are getting lots and lots of updates from businesses you deal with regarding the COVID-19 crisis and how things are being handled. We certainly don’t want to unnecessarily add ourselves to that list of updates, but we do feel th… Read More

Many people assume that estate planning is primarily for married couples, but the truth of the matter is that estate planning is just as important for a single person as it is for a married couple. Whether a person is single because they are divorced… Read More

Many times individuals are confused about the Medicaid transfer rules. When individuals are preparing to apply for Medicaid for long term care coverage, they assume that they can transfer assets to their family or to a Trust without penalty. Or they… Read More

When we are sitting with clients discussing how to plan their estates, we are often asked about how to protect assets from the high cost of long term care or from other potential creditors. It’s generally in the context of whether a Revocable Livin… Read More