Last Will vs. Living Trust
Although your initial estate planning document will probably be a Last Will and Testament, there may come a time when... Read More
Estate Planning Blog
Older Americans Month Is an Excellent Time to Update Your Estate Plan
Each year, during the month of May, the Administration for Community Living (ACL) sponsors the nation’s observance of Older Americans... Read More
Elder Law 
When and Where You Die Matters
Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax....... Read More
Estate Planning, legal education 
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to...... Read More
Estate Planning, legal education 
How to Use a Memorandum of Intent with Your Special Needs Trust
The moment you become a parent, the need to have an estate plan in place becomes apparent. If you are... Read More
Special Needs Planning 
What Happens to Your Retirement Account When You Die?
In the United States, a significant percentage of the workers count on the funds in a retirement account to live... Read More
Retirement Planning 
New Estate Tax Proposal
A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried...... Read More
Estate Planning, legal education 
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more about these accounts, their drawbacks, and better alternatives.... Read More
Estate Planning, legal education 
Do I Need an Attorney to Help Me Administer a Trust?
Ideally, when a trust is created, the Settlor (the creator) gives considerable thought to the appointment of the Trustee and... Read More
Trust Administration 
What Is Considered a Countable Asset for Medicaid in Florida?
Although it may seem unlikely to you right now, there is a very good chance you will need to qualify... Read More
Medicaid 
How to Purchase Long-Term Care Insurance
Although the primary focus of your estate plan may be to ensure that your estate assets are distributed according to... Read More
Long Term Care New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read on to learn more about...... Read More
Estate Planning, legal education