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 Blog
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 
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a...... Read More
Estate Planning, legal education 
What Can a Beneficiary Do If the Trustee Isn’t Abiding by the Trust Terms?
When a trust is created, the Trustee of that trust is appointed by the Settlor. A Settlor may appoint anyone... Read More
Trust Administration The Little Things May be the Most Important
Your estate may be worth a little or a lot at your death. The items which your beneficiaries might cherish could be the sentimental ones. Read on to...... Read More
Estate Planning, legal education