How Do I Modify My Living Trust?
Over the course of your lifetime, you will probably make numerous changes to your initial estate plan. If you included... Read More
living trusts Blog
Do All Estates Have to Go through Probate?
Although your estate plan may start out focusing entirely on the distribution of your estate assets, you will likely find... Read More
Probate 
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have an estate plan, now’s a... Read More
business succession planning, Estate Planning, legal education 
What Is the Medicaid Look-Back Rule?
As a senior, the likelihood that you will need to qualify for Medicaid increases substantially as a result of the... Read More
Medicaid 
Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 is just starting, it’s not too early...... Read More
Estate Planning, legal education 
The Importance of Naming a Successor Trustee
Though once used almost exclusively by wealthy families to pass down the family fortune, trusts are now commonly found in... Read More
Trust Administration 
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways...... Read More
Estate Planning, legal education 
Can I Qualify for Veteran’s Benefits and Medicare?
In the United States, veterans and their dependents enjoy a wide range of benefits for their service to the country.... Read More
General 
Top 5 Estate Planning Goals
When you think about creating an initial estate plan, you likely focus entirely on the need to create a roadmap... Read More
Estate Planning 
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain...... Read More
Estate Planning, legal education 
Keeping Elderly Loved Ones Safe in the Age of Social Media
In today’s electronics culture, just about everyone owns a cellphone, tablet, or laptop computer on which they spend a good... Read More
Elder Law 
Common Trust Administration Mistakes
One of the most common additions to a comprehensive estate plan is a trust agreement. Although every trust agreement is... Read More
Trust Administration