What are 529 plans? Can they be held in trusts? Read on to learn more about these plans and why to consider them. Read more »
Anyone who has had a loved one in a nursing home knows of how incredibly expensive nursing home care can be and how quickly assets can be depleted to cover such expense. Eventually, most seniors... Read more »
The Gift Tax is a federal tax on the transfer of ownership of property at less than fair market value. In other words, if you give something to someone and you do not receive sufficient... Read more »
Would you perform your own operation? A Do it Yourself estate plan is very similar. While it is certainly possible to create your own Will or Living Trust using an online service, software package, or... Read more »
Do you have an estate plan? If so, you are doing better than the majority of Americans. However, this is just the first step. Scheduling periodic estate plan reviews with an attorney is important as... Read more »
There is often confusion about the difference between Medicare and Medicaid. Our clients sometimes get confused when we are discussing Medicaid coverage for nursing home care. When explaining the application process for Medicaid benefits, they... Read more »
When we refer to “Medicaid” we are referring to a situation in which someone is in a nursing home and has spent all their money and needs to apply for financial assistance to pay for... Read more »
January is a month for new beginnings – a fresh start. And a time to consider whether you are entitled to a tax abatement of your real estate taxes! During the month of January, communities... Read more »
Massive amounts of money have been lost due to poor Estate Planning and out of date documents. With the end of the year around the corner and with the holiday season in full effect, Estate... Read more »
The American Academy of Estate Planning Attorneys or AAEPA is an exclusive network for estate planning attorneys. Since its start in 1993, it has become the leading organization in the nation for promoting top results... Read more »